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:
26.42%
Gain +0.44%
Monthly
0.96%
Yearly
12.17%
Drawdown
11.19%
$177.76M
Equity
Holdings
$177.76M
Investment
$144.39M
$32.97M
Profit +$342,572.06
Realized
-$398,445.57
Unrealized
$33.37M
Dividends
$2.61M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.44%
Profit
$342,572.06
Win %
75%
This Week
Compared To Last Week
Gain
-1.53%
Profit
-$2.75M
Win %
75%
This Month
Compared to last month
Gain
-0.48%
Profit
-$859,888.74
Win %
75%
This Year
Compared to last year
Gain
-1.13%
Profit
-$2.03M
Win %
75%
OPK Opko Health Inc.
+15.16%
+$281,666.95 
SIGA Siga Technologies Inc.
+4.68%
+$3,801.32 
MMED MiniMed Group, Inc.
+3.93%
+$17,547.42 
ITB iShares U.S. Home Construction ETF
+3.71%
+$113,567.93 
GILD Gilead Sciences Inc.
+3.64%
+$17,101.3 
XRT SPDR S&P Retail ETF
+3.31%
+$16,511.6 
TMO Thermo Fisher Scientific Inc.
+2.86%
+$16,233.75 
XLV Health Care Select Sector SPDR Fund
+2.56%
+$12,740.32 
IBB iShares Biotechnology ETF
+2.5%
+$34,072.46 
VHT Vanguard Health Care ETF
+2.47%
+$118,686.54 
VRTX Vertex Pharmaceuticals Incorporated
+2.35%
+$11,666.62 
XBI SPDR S&P Biotech ETF
+2.17%
+$32,652.24 
GLIN VanEck India Growth Leaders ETF
+2.08%
+$20,333.56 
DIS The Walt Disney Company
+2.06%
+$4,772.25 
TNA Direxion Daily Small Cap Bull 3X Shares
+1.97%
+$4,364.85 
JETS U.S. Global Jets ETF
+1.68%
+$33,675.96 
ABBV AbbVie Inc.
+1.58%
+$19,259.48 
EPI WisdomTree India Earnings Fund
+1.43%
+$8,705.97 
VNQ Vanguard Real Estate ETF
+1.31%
+$6,041.13 
XLC Communication Services Select Sector SPDR Fund
+1.22%
+$7,518.15 
CTRE CareTrust REIT Inc.
+1.21%
+$17,897.44 
XLF Financial Select Sector SPDR Fund
+1.11%
+$104,355.85 
VGK Vanguard FTSE Europe ETF
+1.05%
+$24,383.42 
BAC Bank of America Corporation
+0.88%
+$14,737.05 
FXI iShares China Large-Cap ETF
+0.86%
+$19,715.36 
JNJ Johnson & Johnson
+0.82%
+$3,569.28 
UAL United Airlines Holdings, Inc.
+0.82%
+$1,585.17 
GE General Electric Company
+0.78%
+$2,864.37 
IMVP Invesco India ETF
+0.74%
+$1,563.94 
VB Vanguard Small-Cap ETF
+0.74%
+$41,136.7 
IWM iShares Russell 2000 ETF
+0.71%
+$4,495.01 
FEZ SPDR Euro Stoxx 50 ETF
+0.51%
+$19,822.28 
ITA iShares U.S. Aerospace & Defense ETF
+0.42%
+$2,435.81 
VO Vanguard Mid-Cap ETF
+0.34%
+$1,759.31 
AAPL Apple Inc.
+0.25%
+$2,487.36 
GSG iShares S&P GSCI Commodity-Indexed Trust
+0.15%
+$6,371.86 
KWEB KraneShares CSI China Internet ETF
+0.08%
+$185.32 
GOOGL Alphabet Inc
+0.07%
+$721.77 
SSO ProShares Ultra S&P500
+0.06%
+$154.4 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
+0.05%
+$417.78 
SPY SPDR S&P 500 ETF Trust
+0.04%
+$21,645.35 
VEU Vanguard FTSE All-World ex-US ETF
+0.02%
+$754.93 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
EWY iShares MSCI South Korea ETF
-3.47%
-$58,219.5 
GEV GE Vernova Inc.
-2.69%
-$7,528.96 
SOXX iShares Semiconductor ETF
-2.56%
-$127,035.95 
NVDA NVIDIA Corporation
-1.78%
-$17,787.18 
XLE Energy Select Sector SPDR Fund
-1.6%
-$86,686.2 
SPMO Invesco S&P 500 Momentum ETF
-1.51%
-$49,859.5 
XLK State Street Technology Select Sector SPDR ETF
-1.35%
-$91,777.98 
RVMD Revolution Medicines Inc.
-1.3%
-$3,315.28 
EEM iShares MSCI Emerging Markets ETF
-1.18%
-$132,327.4 
ICLN iShares Global Clean Energy ETF
-0.93%
-$11,415.44 
PLTR Palantir Technologies Inc.
-0.9%
-$4,496.4 
QQQ Invesco QQQ Trust, Series 1
-0.72%
-$84,554.08 
NUKZ Range Nuclear Renaissance ETF
-0.67%
-$5,665.14 
DXJ WisdomTree Japan Hedged Equity Fund
-0.6%
-$6,154.92 
PAVE Global X U.S. Infrastructure Development ETF
-0.51%
-$34,011.36 
XLI Industrial Select Sector SPDR Fund
-0.3%
-$4,041.62 
AMZN Amazon.com Inc
-0.22%
-$4,210.27 
ILF iShares Latin America 40 ETF
-0.16%
-$1,409.22 Events
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Dividends
Dividend Analysis
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| Trades 287 | Longs Won 194/287 67% | Profit Factor 13.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $650,739.11 |
| Average Win $183,385.89 | Best Trade (Oct 14) $9.78M | Sharpe Ratio 1.17 |
| Average Loss -$28,049.18 | Worst Trade (Mar 31) -$611,974.85 | Z-Score 4.83 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 1d | Expectancy $114,872.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,329 | 5,696 | 5,063 | 4,430 | 3,797 | 3,165 | 2,532 | 1,899 | 1,266 | 633 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,859 | $590,425.39 | $983,009.97 | - | $392,584.58 | 66.49% | +0.254% |
| ABBV AbbVie Inc. | 4,299 | $800,470.98 | $1.24M | - | $437,469.06 | 54.65% | +1.58% |
| AMZN Amazon.com Inc | 7,655 | $1.68M | $1.94M | - | $261,341.7 | 15.56% | -0.216% |
| ASHR Xtrackers Harvest CSI 300 China A-Shares ETF | 27,852 | $767,044.08 | $873,856.5 | - | $106,812.42 | 13.93% | +0.048% |
| BAC Bank of America Corporation | 32,749 | $1.55M | $1.7M | - | $148,025.48 | 9.55% | +0.876% |
| CTRE CareTrust REIT Inc. | 40,676 | $1.24M | $1.49M | - | $250,157.4 | 20.1% | +1.212% |
| DIS The Walt Disney Company | 2,121 | $260,271.03 | $235,940.04 | - | -$24,330.99 | -9.35% | +2.064% |
| DXJ WisdomTree Japan Hedged Equity Fund | 17,097 | $883,352.6 | $1.02M | - | $137,851.21 | 15.61% | -0.599% |
| EEM iShares MSCI Emerging Markets ETF | 174,115 | $8.6M | $11.08M | - | $2.48M | 28.86% | -1.18% |
| ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual | 9,322 | $118,265.25 | $144,491 | - | $26,225.75 | 22.18% | 0.0 |
| EPI WisdomTree India Earnings Fund | 14,882 | $706,580.1 | $615,891.57 | - | -$90,688.53 | -12.83% | +1.434% |
| EWY iShares MSCI South Korea ETF | 10,490 | $997,934.95 | $1.62M | - | $620,462.25 | 62.17% | -3.472% |
| FEZ SPDR Euro Stoxx 50 ETF | 59,171 | $3.61M | $3.89M | - | $279,425.43 | 7.74% | +0.512% |
| FXI iShares China Large-Cap ETF | 67,984 | $2.54M | $2.32M | - | -$216,548.1 | -8.53% | +0.856% |
| GE General Electric Company | 1,191 | $306,551.5 | $368,525.17 | - | $61,973.67 | 20.22% | +0.783% |
| GEV GE Vernova Inc. | 297 | $259,251.3 | $272,179.71 | - | $12,928.41 | 4.99% | -2.692% |
| GILD Gilead Sciences Inc. | 3,062 | $386,853.08 | $487,240.75 | - | $100,387.67 | 25.95% | +3.637% |
| GLIN VanEck India Growth Leaders ETF | 22,379 | $1.08M | $999,110.45 | - | -$79,333.56 | -7.36% | +2.077% |
| GOOGL Alphabet Inc | 3,208 | $564,627.58 | $1.12M | - | $551,323.34 | 97.64% | +0.065% |
| GSG iShares S&P GSCI Commodity-Indexed Trust | 115,852 | $2.55M | $4.25M | - | $1.69M | 66.29% | +0.15% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Washington Growth Strategies LLC?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $298,378.67, Energy Select Sector SPDR Fund - $252,587.24, Vanguard FTSE All-World ex-US ETF - $217,636.64, Financial Select Sector SPDR Fund - $196,131.7, and iShares S&P GSCI Commodity-Indexed Trust - $176,751.83. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares U.S. Home Construction ETF - $49,750.38, iShares Bitcoin Trust - $47,523.16, VanEck India Growth Leaders ETF - $39,298.6, Kyivstar Group Ltd - $35,164.5, and iShares Semiconductor ETF - $25,903.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Washington Growth Strategies LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.61M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $782,190.74, iShares MSCI Emerging Markets ETF - $181,332.26, Financial Select Sector SPDR Fund - $180,490.62, Energy Select Sector SPDR Fund - $163,100.13, and Vanguard FTSE All-World ex-US ETF - $138,366.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Washington Growth Strategies LLC's monthly returns?
Washington Growth Strategies LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Washington Growth Strategies LLC's strategy be considered aggressive or moderate?
Washington Growth Strategies LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Washington Growth Strategies LLC's strategy?
Washington Growth Strategies LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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