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
$2.62M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.36M
2 +$180K
3 +$159K
4
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$141K
5
JETS icon
US Global Jets ETF
JETS
+$102K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 52.96%
2 Communication Services 0.2%
3 Industrials 0.17%
4 Consumer Discretionary 0.15%
5 Technology 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$225 0.01%
+64
77
$219 0.01%
+55
78
$210 0.01%
+37
79
$200 0.01%
+17