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
$809M
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Sells

1 +$46.3M
2 +$35.6M
3 +$15.8M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.31M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$473K

Sector Composition

1 Technology 7.67%
2 Financials 2.32%
3 Consumer Discretionary 2.16%
4 Communication Services 1.64%
5 Healthcare 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
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1,383
102
$374K 0.05%
1,853
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103
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882
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105
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622
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2,510
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108
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4,123
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112
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114
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122
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123
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124
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125
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3,944
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