Worth Asset Management, LLC
CIK Number: 0001927285
183.87M
Market Value
121
# of Holdings
5 months
Avg. Holding Period
44.94%
Win Rate
0.69%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Value ... | 175.10 | +0.23% | 72.28K | +14.16% | 12.62M | 161.59 | 6.86% | |
| 2 | Ishares 7-10 Ye... | 93.72 | -0.44% | 119.91K | +100.00% | 11.77M | 98.12 | 6.40% | |
| 3 | Spdr Dow Jones ... | 439.40 | -0.20% | 25.69K | +100.00% | 10.87M | 423.12 | 5.91% | |
| 4 | Ishares 20 Year... | 90.25 | -0.92% | 104.86K | +100.00% | 10.29M | 98.1 | 5.59% | |
| 5 | Spdr Bloomberg ... | 91.64 | +0.03% | 85.63K | -20.09% | 7.86M | 91.43 | 4.28% |
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