Washington Growth Strategies LLC Portfolio
Invests via Washington Growth Strategies LLC | Managed by Ashleigh Swayze, Coe Milton Magruder
Invests via Washington Growth Strategies LLC
Managed by Ashleigh Swayze, Coe Milton Magruder
Automatically Tracked
Company Profile
A boutique growth-focused investment adviser that targets growth equity and middle-market opportunities across technology, healthcare and business services. Washington Growth Strategies LLC provides strategic capital, operational support and board-level guidance to scale revenue and governance. The firm focuses on minority and control growth investments, structured equity and sponsor-backed deals, positioning as a value-added partner to founder-led companies.
A boutique growth-focused investment adviser that targets growth equity and middle-market opportunities across technology, healthcare and business services. Washington Growth Strategies LLC provides strategic capital, operational support and board-level guidance to scale revenue and governance. The firm focuses on minority and control growth investments, structured equity and sponsor-backed deals, positioning as a value-added partner to founder-led companies.
Investment Philosophy & Strategy
Focuses on growth-stage, middle-market opportunities in technology, healthcare and business services, deploying structured equity, minority and control investments to accelerate scale. Emphasizes active partnership via board engagement, operational playbooks and revenue-centric KPIs. Underwriting prioritizes durable unit economics, repeatable go-to-market motion and sponsor-aligned recapitalizations. Time horizon is medium-term with return-seeking value creation levers and disciplined downside protections.
Focuses on growth-stage, middle-market opportunities in technology, healthcare and business services, deploying structured equity, minority and control investments to accelerate scale. Emphasizes active partnership via board engagement, operational playbooks and revenue-centric KPIs. Underwriting prioritizes durable unit economics, repeatable go-to-market motion and sponsor-aligned recapitalizations. Time horizon is medium-term with return-seeking value creation levers and disciplined downside protections.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
25.53%
Gain -0.12%
Monthly
1.06%
Yearly
13.53%
Drawdown
11.19%
$175.31M
Equity
Holdings
$175.31M
Investment
$142.29M
$32.85M
Profit -$448,067.67
Realized
-$394,553.22
Unrealized
$33.24M
Dividends
$2.28M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$448,067.67
Win %
85%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$1.51M
Win %
85%
This Month
Compared to last month
Gain
-1.24%
Profit
-$2.21M
Win %
85%
This Year
Compared to last year
Gain
14.81%
Profit
$22.61M
Win %
85%
ABBV AbbVie Inc.
+4.21%
+$44,193.72 
VRTX Vertex Pharmaceuticals Incorporated
+1.88%
+$8,932.11 
AAPL Apple Inc.
+1.76%
+$16,467.84 
PLTR Palantir Technologies Inc.
+0.51%
+$1,698.66 
XLF Financial Select Sector SPDR Fund
+0.34%
+$32,759.61 
VB Vanguard Small-Cap ETF
+0.31%
+$18,021.68 
VO Vanguard Mid-Cap ETF
+0.2%
+$1,042.56 
XLI Industrial Select Sector SPDR Fund
+0.05%
+$720.29 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
0%
$0 
BAC Bank of America Corporation
0%
$0 
CTRE CareTrust REIT Inc.
0%
+$0.08 
DIS The Walt Disney Company
0%
$0 
DXJ WisdomTree Japan Hedged Equity Fund
0%
-$0.06 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EPI WisdomTree India Earnings Fund
0%
$0 
EWY iShares MSCI South Korea ETF
0%
$0 
FEZ SPDR Euro Stoxx 50 ETF
0%
$0 
FXI iShares China Large-Cap ETF
0%
$0 
GE General Electric Company
0%
$0 
GLIN VanEck India Growth Leaders ETF
0%
$0 
GSG iShares S&P GSCI Commodity-Indexed Trust
0%
$0 
IBB iShares Biotechnology ETF
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
ILF iShares Latin America 40 ETF
0%
$0 
IMVP Invesco India ETF
0%
+$0.01 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
ITB iShares U.S. Home Construction ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
JETS U.S. Global Jets ETF
0%
$0 
KWEB KraneShares CSI China Internet ETF
0%
$0 
KYIV Kyivstar Group Ltd.
0%
$0 
MMED MiniMed Group, Inc.
0%
$0 
NUKZ Range Nuclear Renaissance ETF
0%
$0 
OPK Opko Health Inc.
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
SIGA Siga Technologies Inc.
0%
$0 
SOXX iShares Semiconductor ETF
0%
-$0.18 
SPMO Invesco S&P 500 Momentum ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VGK Vanguard FTSE Europe ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
-$0.15 
VNQ Vanguard Real Estate ETF
0%
$0 
XBI SPDR S&P Biotech ETF
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XRT SPDR S&P Retail ETF
0%
+$0.01 
Events
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Dividends
Dividend Analysis
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| Trades 261 | Longs Won 166/261 63% | Profit Factor 16.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $612,036.17 |
| Average Win $210,562.53 | Best Trade (Jul 17) $8.46M | Sharpe Ratio -18 |
| Average Loss -$22,171.08 | Worst Trade (Mar 31) -$611,974.85 | Z-Score 2.63 (99.16%) |
| Commissions $0 | Avg. Trade Length 9m | Expectancy $125,851.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,937 | 7,143 | 6,349 | 5,556 | 4,762 | 3,968 | 3,175 | 2,381 | 1,587 | 794 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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