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
$527M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$8.82M
2 +$6.94M
3 +$4.03M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.72M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.11M

Sector Composition

1 Technology 5.84%
2 Financials 2.59%
3 Consumer Discretionary 1.62%
4 Healthcare 1.53%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-23,550
127
-3,224