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WGS
Washington Growth Strategies Portfolio holdings
AUM
$180M
1-Year Est. Return
31.73%
This Fund
S&P 500
This Quarter
Est. Return
+18.9%
1 Year Est. Return
+31.73%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$180M
AUM Growth
+$27.1M
(+18%)
Cap. Flow
+$2.04M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
64.9%
Holding
64
New
7
Increased
14
Reduced
5
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Thermo Fisher Scientific
TMO
|
+$404K |
| 2 |
Gilead Sciences
GILD
|
+$403K |
| 3 |
Johnson & Johnson
JNJ
|
+$400K |
| 4 |
NVIDIA
NVDA
|
+$394K |
| 5 |
Direxion Daily Small Cap Bull 3x ETF
TNA
|
+$262K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPDR Gold Trust
GLD
|
+$222K |
| 2 |
iShares China Large-Cap ETF
FXI
|
+$197K |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$165K |
| 4 |
KYIV
Kyivstar Group
KYIV
|
+$150K |
| 5 |
VanEck India Growth Leaders ETF
GLIN
|
+$97.5K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 3.11% |
| 2 | Technology | 1.12% |
| 3 | Financials | 1.04% |
| 4 | Consumer Discretionary | 1.01% |
| 5 | Real Estate | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MMED
51
MiniMed Group Inc
MMED
$5.17B
| $397K | 0.22% |
26,587
| – | – |
|
|
52
Gilead Sciences
GILD
$165B
| $387K | 0.21% |
+3,062
| New | +$403K |
|
53
GE Vernova
GEV
$240B
| $349K | 0.19% |
297
| – | – |
|
|
54
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.27B
| $312K | 0.17% |
+4,157
| New | +$262K |
|
55
Palantir
PLTR
$295B
| $291K | 0.16% |
2,498
| – | – |
|
56
United Airlines
UAL
$38.8B
| $266K | 0.15% |
+1,957
| New | +$203K |
|
57
ProShares Ultra S&P500
SSO
$7.52B
| $260K | 0.14% |
+3,860
| New | +$247K |
|
58
Revolution Medicines
RVMD
$38.5B
| $247K | 0.14% |
+1,317
| New | +$192K |
|
59
KraneShares CSI China Internet ETF
KWEB
$5.5B
| $226K | 0.13% |
9,220
| – | – |
|
|
IMVP
60
Invesco India ETF
IMVP
$124M
| $224K | 0.12% |
11,163
| – | – |
|
61
Walt Disney
DIS
$171B
| $204K | 0.11% |
2,121
| – | – |
|
62
SIGA Technologies
SIGA
$240M
| $95.4K | 0.05% |
26,216
| – | – |
|
|
63
SPDR Gold Trust
GLD
$131B
| – | – |
-516
| Closed | -$222K |
|
|
KYIV
64
Kyivstar Group
KYIV
$3.03B
| – | – |
-14,775
| Closed | -$150K |
|
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Washington Growth Strategies's Q2 2026 Portfolio in Review
As of Q2 2026, Washington Growth Strategies held 64 positions worth $180M, up 18% from $153M the previous quarter. Its ten largest holdings account for 65% of the portfolio.
Washington Growth Strategies's Q2 2026 filing shows 7 new, 14 increased, 5 reduced and 2 closed positions. Its largest new stake was Thermo Fisher Scientific: 842 shares worth $422K. The largest sale was SPDR Gold Trust, an estimated $222K.
By sector, the portfolio is most concentrated in Healthcare at 3.1% of assets, up from 2.3% a quarter earlier, followed by Technology and Financials.
- Washington Growth Strategies's largest Q2 2026 buy was Thermo Fisher Scientific: 842 shares worth $422K.
- Washington Growth Strategies added most to NVIDIA in Q2 2026, an estimated $394K increase.
- Washington Growth Strategies's biggest Q2 2026 reduction was iShares China Large-Cap ETF, cutting an estimated $197K.
- Washington Growth Strategies fully exited SPDR Gold Trust in Q2 2026, selling an estimated $222K.
- Washington Growth Strategies's ten largest holdings make up 65% of its $180M portfolio in Q2 2026.
- Washington Growth Strategies opened 7 new positions and closed 2 in Q2 2026.
- Washington Growth Strategies's portfolio value rose 18% quarter-over-quarter to $180M.
Based on Washington Growth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.