Worth Asset Management, LLC
CIK Number: 0001927285
183.1M
Market Value
130
# of Holdings
5 months
Avg. Holding Period
29.09%
Win Rate
1.60%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SGOV | iShares 0-3 Mon... | 100.40 | +0.01% | 249.91K | +270.15% | 25.07M | 100.31 | 13.39% |
| 2 | BIL | SPDR Bloomberg ... | 91.46 | 0.00% | 135.01K | +57.67% | 12.34M | 91.43 | 6.59% |
| 3 | VUG | Vanguard Growth... | 420.94 | +0.42% | 25.09K | +831.18% | 10.3M | 407.59 | 5.50% |
| 4 | DIA | SPDR Dow Jones ... | 425.15 | -0.2% | 23.77K | -7.5% | 10.11M | 423.12 | 5.40% |
| 5 | SPLG | SPDR Portfolio ... | 70.14 | +0.02% | 104.05K | +1.99% | 7.17M | 65.92 | 3.83% |
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