WGS

Washington Growth Strategies Portfolio holdings

AUM $140M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$9.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$240K
2 +$213K
3 +$132K
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$47.7K

Top Sells

1 +$470K
2 +$425K
3 +$207K
4
VB icon
Vanguard Small-Cap ETF
VB
+$158K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$127K

Sector Composition

1 Healthcare 2.66%
2 Financials 1.2%
3 Consumer Discretionary 1.2%
4 Technology 1.17%
5 Real Estate 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GBTC icon
51
Grayscale Bitcoin Trust
GBTC
$45.5B
$221K 0.16%
2,457
UAL icon
52
United Airlines
UAL
$30.7B
$213K 0.15%
+2,208