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
$142M
AUM Growth
+$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$4.34M
2 +$1.3M
3 +$1.28M
4
LPLA icon
LPL Financial
LPLA
+$324K
5
AAPL icon
Apple
AAPL
+$134K

Sector Composition

1 Technology 9.2%
2 Financials 3.73%
3 Consumer Discretionary 2.97%
4 Consumer Staples 2.19%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$193K 0.14%
2,393
-101
77
$106K 0.07%
1,685
-76
78
$91K 0.06%
4,066
-5,479
79
$23K 0.02%
83
+4