WAG

Winthrop Advisory Group Portfolio holdings

AUM $1.22B
1-Year Est. Return 17.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Sells

1 +$3.53M
2 +$1.39M
3 +$784K
4
AAPL icon
Apple
AAPL
+$636K
5
OBDC icon
Blue Owl Capital
OBDC
+$520K

Sector Composition

1 Technology 5.88%
2 Financials 2.01%
3 Consumer Discretionary 1.62%
4 Communication Services 1.61%
5 Healthcare 0.97%