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
$498M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$6.27M
2 +$3.28M
3 +$1.26M
4
DCI icon
Donaldson
DCI
+$628K
5
AAPL icon
Apple
AAPL
+$593K

Sector Composition

1 Technology 8.3%
2 Consumer Discretionary 2.79%
3 Financials 2.25%
4 Communication Services 1.91%
5 Healthcare 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-76