WAG

Winthrop Advisory Group Portfolio holdings

AUM $1.04B
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$23.9M
2 +$14.6M
3 +$13M
4
AAPL icon
Apple
AAPL
+$11.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.31M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.61%
2 Financials 3.61%
3 Consumer Discretionary 3.02%
4 Consumer Staples 2.64%
5 Communication Services 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$214K 0.15%
+3,500
77
$203K 0.14%
+1,087
78
$98K 0.07%
+1,761
79
$27K 0.02%
+79