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:
29.75%
Gain -0.12%
Monthly
1.14%
Yearly
14.55%
Drawdown
11.19%
$180.69M
Equity
Holdings
$180.69M
Investment
$144.39M
$35.9M
Profit -$371,251.46
Realized
-$398,445.57
Unrealized
$36.3M
Dividends
$2.24M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$371,251.46
Win %
79%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$371,251.46
Win %
79%
This Month
Compared to last month
Gain
2.65%
Profit
$4.66M
Win %
79%
This Year
Compared to last year
Gain
0.5%
Profit
$898,092.13
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$276,192.32 
GOOGL Alphabet Inc
+6.73%
+$72,083.76 
NVDA NVIDIA Corporation
+2.93%
+$25,843.49 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$9,244.54 
KWEB KraneShares CSI China Internet ETF
+1.53%
+$3,964.61 
GE General Electric Company
+1.42%
+$5,990.73 
SSO ProShares Ultra S&P500
+1.35%
+$3,435.41 
XLE Energy Select Sector SPDR Fund
+1%
+$47,356.35 
GEV GE Vernova Inc.
+0.85%
+$2,468.07 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$11,839.25 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$87,056.8 
GLIN VanEck India Growth Leaders ETF
+0.73%
+$7,385.07 
CTRE CareTrust REIT Inc.
+0.72%
+$12,202.8 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$350,241.82 
PLTR Palantir Technologies Inc.
+0.65%
+$1,998.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$71,102.16 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$4,308.48 
SIGA Siga Technologies Inc.
+0.61%
+$524.32 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$32,751.93 
BAC Bank of America Corporation
+0.36%
+$7,204.78 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$9,334.47 
GSG iShares S&P GSCI Commodity-Indexed Trust
+0.28%
+$10,426.8 
JNJ Johnson & Johnson
+0.21%
+$909.48 
FEZ SPDR Euro Stoxx 50 ETF
+0.1%
+$4,141.97 
SOXX iShares Semiconductor ETF
+0.07%
+$3,437.38 
EPI WisdomTree India Earnings Fund
+0.07%
+$446.46 
DIS The Walt Disney Company
+0.03%
+$63.63 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
AAPL Apple Inc.
-7.35%
-$70,102.68 
XBI SPDR S&P Biotech ETF
-2.94%
-$45,692.76 
EWY iShares MSCI South Korea ETF
-2.55%
-$43,113.9 
ABBV AbbVie Inc.
-2.51%
-$27,814.53 
RVMD Revolution Medicines Inc.
-2.42%
-$6,110.88 
IBB iShares Biotechnology ETF
-1.87%
-$23,763.77 
UAL United Airlines Holdings, Inc.
-1.8%
-$4,364.11 
OPK Opko Health Inc.
-1.49%
-$27,122.48 
TNA Direxion Daily Small Cap Bull 3X Shares
-1.37%
-$3,907.58 
JETS U.S. Global Jets ETF
-1.26%
-$30,966.4 
ITB iShares U.S. Home Construction ETF
-1.18%
-$41,464.22 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$4,590.8 
XRT SPDR S&P Retail ETF
-0.88%
-$4,717.6 
GILD Gilead Sciences Inc.
-0.81%
-$3,276.31 
VHT Vanguard Health Care ETF
-0.76%
-$34,802.67 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$7,294.72 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$18,077.03 
ICLN iShares Global Clean Energy ETF
-0.68%
-$8,837.76 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$2,777.11 
MMED MiniMed Group, Inc.
-0.55%
-$2,658.73 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,752.92 
IWM iShares Russell 2000 ETF
-0.47%
-$3,228.95 
VGK Vanguard FTSE Europe ETF
-0.44%
-$10,777.2 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,079.77 
VB Vanguard Small-Cap ETF
-0.22%
-$12,928.35 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$9,059.17 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$13,517.38 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
-0.2%
-$1,949.64 
NUKZ Range Nuclear Renaissance ETF
-0.2%
-$1,888.38 
IMVP Invesco India ETF
-0.15%
-$334.89 
XLF Financial Select Sector SPDR Fund
-0.1%
-$10,349.34 
FXI iShares China Large-Cap ETF
-0.06%
-$1,359.68 
VO Vanguard Mid-Cap ETF
-0.05%
-$260.64 
ILF iShares Latin America 40 ETF
-0.03%
-$234.87 Events
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Dividends
Dividend Analysis
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| Trades 287 | Longs Won 200/287 69% | Profit Factor 18.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $645,341.23 |
| Average Win $189,698.8 | Best Trade (Aug 14) $10.16M | Sharpe Ratio 1.17 |
| Average Loss -$23,483.05 | Worst Trade (Mar 31) -$611,974.85 | Z-Score 6.2 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3d | Expectancy $125,075.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,692 | 6,923 | 6,154 | 5,385 | 4,615 | 3,846 | 3,077 | 2,308 | 1,538 | 769 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,859 | $590,425.39 | $883,173.69 | - | $292,748.3 | 49.58% | -7.354% |
| ABBV AbbVie Inc. | 4,299 | $800,470.98 | $1.08M | - | $278,320.08 | 34.77% | -2.513% |
| AMZN Amazon.com Inc | 7,655 | $1.68M | $2.08M | - | $399,514.37 | 23.79% | +15.321% |
| ASHR Xtrackers Harvest CSI 300 China A-Shares ETF | 27,852 | $767,044.08 | $952,538.4 | - | $185,494.32 | 24.18% | -0.204% |
| BAC Bank of America Corporation | 32,749 | $1.55M | $2.03M | - | $479,117.87 | 30.92% | +0.356% |
| CTRE CareTrust REIT Inc. | 40,676 | $1.24M | $1.71M | - | $461,265.84 | 37.06% | +0.72% |
| DIS The Walt Disney Company | 2,121 | $260,271.03 | $204,018.99 | - | -$56,252.04 | -21.61% | +0.031% |
| DXJ WisdomTree Japan Hedged Equity Fund | 5,699 | $883,354.04 | $989,517.37 | - | $106,163.33 | 12.02% | -0.732% |
| EEM iShares MSCI Emerging Markets ETF | 174,115 | $8.6M | $11.16M | - | $2.56M | 29.79% | +0.786% |
| 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 | $639,777.18 | - | -$66,802.92 | -9.45% | +0.07% |
| EWY iShares MSCI South Korea ETF | 10,490 | $997,934.95 | $1.65M | - | $650,044.15 | 65.14% | -2.549% |
| FEZ SPDR Euro Stoxx 50 ETF | 59,171 | $3.61M | $4.13M | - | $519,955.55 | 14.41% | +0.1% |
| FXI iShares China Large-Cap ETF | 67,984 | $2.54M | $2.48M | - | -$56,785.7 | -2.24% | -0.055% |
| GE General Electric Company | 1,191 | $306,551.5 | $428,843.38 | - | $122,291.88 | 39.89% | +1.417% |
| GEV GE Vernova Inc. | 297 | $259,251.3 | $294,116.12 | - | $34,864.82 | 13.45% | +0.846% |
| GILD Gilead Sciences Inc. | 3,062 | $386,853.08 | $398,703.05 | - | $11,849.97 | 3.06% | -0.815% |
| GLIN VanEck India Growth Leaders ETF | 22,379 | $1.08M | $1.01M | - | -$65,346.68 | -6.06% | +0.734% |
| GOOGL Alphabet Inc | 3,208 | $564,627.58 | $1.14M | - | $577,837.46 | 102.34% | +6.734% |
| GSG iShares S&P GSCI Commodity-Indexed Trust | 115,852 | $2.55M | $3.71M | - | $1.16M | 45.37% | +0.282% |
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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: Energy Select Sector SPDR Fund - $222,064.07, Vanguard FTSE All-World ex-US ETF - $207,731.89, iShares S&P GSCI Commodity-Indexed Trust - $176,751.83, SPDR S&P 500 ETF Trust - $174,494.09, and iShares MSCI Emerging Markets ETF - $163,194.74. 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 - $77,414.35, iShares Bitcoin Trust - $47,523.16, VanEck India Growth Leaders ETF - $39,298.6, Invesco QQQ Trust, Series 1 - $35,919.41, and Kyivstar Group Ltd - $35,164.5. 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 $2.24M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $658,306.16, iShares MSCI Emerging Markets ETF - $181,332.26, Financial Select Sector SPDR Fund - $146,510.29, Energy Select Sector SPDR Fund - $132,576.96, and Vanguard FTSE All-World ex-US ETF - $128,461.89. 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.
