WGS
Washington Growth Strategies Portfolio holdings
AUM $131M
This Quarter Return
-1.71%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$112K
AUM Growth
–
Cap. Flow
+$112K
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
73.11%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $37K | |
| 2 | $7.91K | |
| 3 | $7.14K | |
| 4 | $6.36K | |
| 5 | $4.3K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 2.76% |
| 2 | Real Estate | 1.11% |
| 3 | Communication Services | 0.63% |
| 4 | Technology | 0.47% |
| 5 | Energy | 0.18% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $37K | 33.15% | +559 | New | +$37K | |||
| $7.91K | 7.09% | +50 | New | +$7.91K | |||
| $7.14K | 6.4% | +469 | New | +$7.14K | |||
| $6.36K | 5.7% | +44 | New | +$6.36K | |||
| $4.3K | 3.85% | +38 | New | +$4.3K | |||
| $4.01K | 3.59% | +93 | New | +$4.01K | |||
| $3.95K | 3.54% | +222 | New | +$3.95K | |||
| $3.78K | 3.39% | +61 | New | +$3.78K | |||
| $3.68K | 3.3% | +206 | New | +$3.68K | |||
| $3.47K | 3.11% | +265 | New | +$3.47K | |||
| $3.33K | 2.99% | +95 | New | +$3.33K | |||
| $3.1K | 2.77% | +23 | New | +$3.1K | |||
| $2.25K | 2.02% | +2 | New | +$2.25K | |||
| $1.71K | 1.53% | +70 | New | +$1.71K | |||
| $1.7K | 1.52% | +79 | New | +$1.7K | |||
| $1.64K | 1.47% | +21 | New | +$1.64K | |||
| $1.59K | 1.42% | +43 | New | +$1.59K | |||
| $1.39K | 1.24% | +54 | New | +$1.39K | |||
| $1.24K | 1.11% | +29 | New | +$1.24K | |||
| $1.24K | 1.11% | +36 | New | +$1.24K | |||
| $934 | 0.84% | +81 | New | +$934 | |||
| $850 | 0.76% | +27 | New | +$850 | |||
| $834 | 0.75% | +128 | New | +$834 | |||
| $651 | 0.58% | +188 | New | +$651 | |||
| $650 | 0.58% | +44 | New | +$650 |
