Winthrop Advisory Group Portfolio
Invests via Winthrop Advisory Group LLC | Managed by Winthrop Advisory Group LLC (d/b/a Winthrop Wealth)
Invests via Winthrop Advisory Group LLC
Managed by Winthrop Advisory Group LLC (d/b/a Winthrop Wealth)
Automatically Tracked
Company Profile
Advises institutional and family-office clients on fiduciary governance, investment policy, and performance reporting across fixed income, equities and alternatives. Winthrop Advisory Group combines independent research, manager selection, and outsourced CIO services to support asset allocation, risk budgeting and transition management. Relevant to allocators seeking portfolio implementation support, the firm engages on mandate design, manager due diligence and fee negotiation for tax-aware and liability-sensitive mandates in U.S. and global markets.
Advises institutional and family-office clients on fiduciary governance, investment policy, and performance reporting across fixed income, equities and alternatives. Winthrop Advisory Group combines independent research, manager selection, and outsourced CIO services to support asset allocation, risk budgeting and transition management. Relevant to allocators seeking portfolio implementation support, the firm engages on mandate design, manager due diligence and fee negotiation for tax-aware and liability-sensitive mandates in U.S. and global markets.
Investment Philosophy & Strategy
Adopts a fiduciary-first, liability-aware investment philosophy that blends strategic asset allocation with tactical implementation. Emphasizes diversified, multi-asset portfolios combining core fixed income, equities, and alternatives, with tax-aware structuring for institutional and family-office mandates. Capital deployment favors manager selection and outsourced CIO solutions, rigorous due diligence, fee negotiation, and transition management to control implementation risk. Underwriting prioritizes downside protection, risk budgeting, and liquidity management while seeking long-term total-return with selective alpha from active managers and alternatives.
Adopts a fiduciary-first, liability-aware investment philosophy that blends strategic asset allocation with tactical implementation. Emphasizes diversified, multi-asset portfolios combining core fixed income, equities, and alternatives, with tax-aware structuring for institutional and family-office mandates. Capital deployment favors manager selection and outsourced CIO solutions, rigorous due diligence, fee negotiation, and transition management to control implementation risk. Underwriting prioritizes downside protection, risk budgeting, and liquidity management while seeking long-term total-return with selective alpha from active managers and alternatives.
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:
200.48%
Gain -0.81%
Monthly
1.71%
Yearly
22.64%
Drawdown
34.38%
$1.51B
Equity
Holdings
$1.51B
Investment
$1.02B
$595.85M
Profit -$5.45M
Realized
$109.06M
Unrealized
$486.79M
Dividends
$72.93M
Goals
Avg. 71.67% completed goals
Yearly
Gain > 10% 2026
Yearly
Loss < 15% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.81%
Profit
-$5.45M
Win %
80%
This Week
Compared To Last Week
Gain
-1.24%
Profit
-$18.89M
Win %
80%
This Month
Compared to last month
Gain
0.4%
Profit
$6.04M
Win %
80%
This Year
Compared to last year
Gain
1.54%
Profit
$22.88M
Win %
80%
WIT Wipro Limited American Depositary Receipt
+3.21%
+$704.28 
RTX RTX Corporation
+2.36%
+$18,257.4 
C Citigroup Inc.
+2.13%
+$8,342.08 
LMT Lockheed Martin Corporation
+2.11%
+$11,948.71 
PEP PepsiCo, Inc.
+2.02%
+$16,197.86 
JPM JPMorgan Chase & Co.
+1.97%
+$128,313.51 
CRH CRH plc
+1.8%
+$3,276.72 
DUK Duke Energy Corporation
+1.71%
+$5,304.39 
KO The Coca-Cola Company
+1.68%
+$9,901.91 
GE General Electric Company
+1.66%
+$9,251.48 
COF Capital One Financial Corporation
+1.64%
+$5,913.64 
TJX The TJX Companies, Inc.
+1.64%
+$5,330.71 
HD The Home Depot, Inc.
+1.51%
+$41,661.16 
GD General Dynamics Corporation
+1.44%
+$5,359.25 
EXPE Expedia Group, Inc.
+1.43%
+$8,216 
JNJ Johnson & Johnson
+1.41%
+$38,837.11 
DIS The Walt Disney Company
+1.4%
+$21,535.7 
EPD Enterprise Products Partners L.P.
+1.36%
+$3,232.53 
MKL Markel Group Inc.
+1.35%
+$8,076.9 
LOW Lowe's Companies Inc.
+1.34%
+$3,491.03 
MO Altria Group, Inc.
+1.33%
+$3,473.12 
PG Procter & Gamble Co
+1.2%
+$19,595.5 
LHX L3Harris Technologies, Inc.
+1.2%
+$2,072.13 
COST Costco Wholesale Corporation
+1.16%
+$15,191.43 
HIG The Hartford Insurance Group, Inc.
+1.15%
+$3,547.15 
ACN Accenture plc Class A
+1.14%
+$4,261.06 
VZ Verizon Communications Inc.
+1.11%
+$3,904.07 
MRK Merck & Co., Inc.
+1.1%
+$12,729.25 
ITA iShares U.S. Aerospace & Defense ETF
+1.1%
+$5,741.04 
CVX Chevron Corporation
+1.1%
+$12,069.23 
XLE Energy Select Sector SPDR Fund
+1.09%
+$2,921.75 
T AT&T Inc.
+1.06%
+$4,632.5 
TXN Texas Instruments Inc
+1.04%
+$2,229.06 
AXP American Express Company
+1.04%
+$3,566.44 
PICK iShares MSCI Global Metals & Mining Producers ETF
+1.04%
+$2,281.45 
ADI Analog Devices, Inc.
+1.02%
+$4,409.09 
CI The Cigna Group
+0.99%
+$10,424.7 
TRV The Travelers Companies, Inc.
+0.98%
+$3,523.11 
CB Chubb Limited
+0.89%
+$1,846.7 
LLY Eli Lilly and Company
+0.88%
+$21,265.86 
BAC Bank of America Corporation
+0.86%
+$15,158.03 
DVY iShares Select Dividend ETF
+0.86%
+$11,867.09 
SCHD Schwab U.S. Dividend Equity ETF
+0.85%
+$106,382.01 
AAPL Apple Inc.
+0.84%
+$440,800.43 
EFV iShares MSCI EAFE Value ETF
+0.81%
+$2,683.2 
XLF Financial Select Sector SPDR Fund
+0.81%
+$5,435.55 
V Visa Inc. Class A
+0.79%
+$32,513.24 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$35,254.87 
WMT Walmart Inc.
+0.7%
+$18,543.86 
WMB The Williams Companies, Inc.
+0.67%
+$1,293.63 
INTF iShares International Equity Factor ETF
+0.66%
+$149,969.05 
XOM Exxon Mobil Corporation
+0.66%
+$8,420.37 
VYMI Vanguard International High Dividend Yield Index Fund
+0.65%
+$2,032.14 
IEFA iShares Core MSCI EAFE ETF
+0.65%
+$13,984.37 
MS Morgan Stanley
+0.57%
+$2,821.38 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.56%
+$34,518.12 
PFE Pfizer Inc.
+0.54%
+$2,301.44 
EFA iShares MSCI EAFE ETF
+0.54%
+$1,635.76 
DGRO iShares Core Dividend Growth ETF
+0.53%
+$17,095.92 
WELL Welltower Inc.
+0.53%
+$1,570.93 
AMGN Amgen Inc.
+0.51%
+$2,335.44 
TT Trane Technologies plc
+0.5%
+$4,523.52 
VYM Vanguard High Dividend Yield ETF
+0.49%
+$6,395.05 
GS The Goldman Sachs Group, Inc.
+0.48%
+$2,433.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$2,129.16 
VTV Vanguard Value ETF
+0.43%
+$26,429.95 
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$1,437.46 
MA Mastercard Incorporated
+0.39%
+$7,451.99 
BMY Bristol-Myers Squibb Company
+0.38%
+$1,103.08 
CVS CVS Health Corporation
+0.36%
+$1,421.31 
IVE ISHARES S&P 500 VALUE ETF
+0.35%
+$2,127.29 
BA Boeing Company
+0.35%
+$3,062.12 
MCD McDonald's Corporation
+0.34%
+$1,863.72 
ABBV AbbVie Inc.
+0.31%
+$4,400.21 
ABEV Ambev S.A.
+0.31%
+$267.94 
EFG iShares MSCI EAFE Growth ETF
+0.3%
+$758.84 
VONV Vanguard Russell 1000 Value Index Fund
+0.29%
+$8,073.45 
EWJ iShares MSCI Japan ETF
+0.28%
+$943.11 
IWD iShares Russell 1000 Value ETF
+0.28%
+$17,360.92 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.27%
+$798.58 
VIG Vanguard Dividend Appreciation ETF
+0.25%
+$13,022.33 
WM Waste Management, Inc.
+0.23%
+$706.68 
CAT Caterpillar Inc.
+0.23%
+$3,633.72 
EIS iShares MSCI Israel ETF
+0.23%
+$492.75 
BKNG Booking Holdings Inc.
+0.22%
+$432.16 
NVDA NVIDIA Corporation
+0.21%
+$19,412.46 
GEV GE Vernova Inc.
+0.19%
+$1,004.57 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.18%
+$815.62 
TDVG T. Rowe Price Dividend Growth ETF
+0.17%
+$1,620.87 
ACI Albertsons Companies, Inc.
+0.15%
+$433.62 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.14%
+$684.72 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.13%
+$899.47 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$273.24 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.13%
+$369.3 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$355.46 
BINC iShares Flexible Income Active ETF
+0.12%
+$310.56 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.11%
+$13,312.73 
IXUS iShares Core International Stock ETF
+0.11%
+$9,352.44 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$392.84 
VEU Vanguard FTSE All-World ex-US ETF
+0.1%
+$984.8 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.09%
+$230.66 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$223.66 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.07%
+$282.49 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.07%
+$69,133.4 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$4,934.45 
SYY Sysco Corporation
+0.05%
+$157.92 
VTEB Vanguard Tax-Exempt Bond ETF
+0.04%
+$4,063.68 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$330.72 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$118.56 
ACVA ACV Auctions Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-7.32%
-$37,252.82 
PANW Palo Alto Networks, Inc.
-7.22%
-$53,439.98 
PLTR Palantir Technologies Inc.
-5.74%
-$23,641.54 
NOW ServiceNow, Inc.
-4.83%
-$29,949.13 
WDC Western Digital Corporation
-4.17%
-$5,639.52 
INTC Intel Corporation
-4.08%
-$15,738.94 
AMD Advanced Micro Devices, Inc.
-3.5%
-$43,418.76 
MU Micron Technology, Inc.
-3.45%
-$38,584.19 
LRCX Lam Research Corporation
-3.25%
-$12,208.55 
BAI iShares A.I. Innovation and Tech Active ETF
-3.23%
-$7,568.4 
ORCL Oracle Corporation
-3.21%
-$23,958.72 
DKNG DraftKings Inc.
-3.15%
-$6,492.24 
CRM Salesforce Inc
-3.03%
-$14,964.97 
AGIX KraneShares AI and Tech ETF
-2.99%
-$8,160 
AMAT Applied Materials, Inc.
-2.96%
-$33,478.17 
ARKK ARK Innovation ETF Fund
-2.92%
-$6,227.5 
KLAC KLA Corporation
-2.86%
-$53,103.69 
GLW Corning Incorporated
-2.68%
-$7,578.58 
MRVL Marvell Technology, Inc.
-2.64%
-$4,459.01 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.61%
-$5,651.1 
AVGO Broadcom Inc.
-2.55%
-$73,493.11 
NFLX Netflix, Inc.
-2.38%
-$9,885.98 
AIQ Global X Artificial Intelligence & Technology ETF
-2.15%
-$4,211.75 
META Meta Platforms Inc Class A
-2.14%
-$127,370.01 
SOXX iShares Semiconductor ETF
-2%
-$16,781.21 
VRT Vertiv Holdings Co
-1.93%
-$5,096.34 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$31,850.4 
CSCO Cisco Systems, Inc.
-1.73%
-$36,611.1 
VBK Vanguard Small-Cap Growth ETF
-1.71%
-$5,234.88 
VGT Vanguard Information Technology ETF
-1.7%
-$4,122.56 
MVIS Microvision Inc.
-1.63%
-$77.84 
SMH VanEck Semiconductor ETF
-1.57%
-$14,363.72 
MSFT Microsoft Corp.
-1.53%
-$352,073.88 
SPCX Space Exploration Technologies Corp. Class A
-1.51%
-$4,428.48 
DE Deere & Company
-1.5%
-$3,867.04 
ETN Eaton Corporation plc
-1.49%
-$2,962.93 
EW Edwards Lifesciences Corporation
-1.46%
-$4,529.62 
APH Amphenol Corporation
-1.37%
-$12,603.96 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$1.26M 
CWB SPDR Bloomberg Convertible Securities ETF
-1.35%
-$3,909.04 
QQQM Invesco NASDAQ 100 ETF
-1.35%
-$279,183.26 
GOOGL Alphabet Inc
-1.33%
-$116,886.24 
LH Labcorp Holdings Inc.
-1.31%
-$3,054.42 
VOT Vanguard Mid-Cap Growth ETF
-1.21%
-$3,036.68 
GOOG Alphabet Inc
-1.2%
-$74,582.1 
MGK Vanguard Mega Cap Growth ETF
-1.18%
-$5,526.01 
UNH UnitedHealth Group Incorporated
-1.16%
-$7,120.59 
IBM International Business Machines Corporation
-1.15%
-$12,397.68 
IWF iShares Russell 1000 Growth ETF
-1.12%
-$263,753.89 
VXF Vanguard Extended Market ETF
-1.12%
-$271,488.24 
SHOP Shopify Inc.
-1.08%
-$10,356.38 
VRTX Vertex Pharmaceuticals Incorporated
-1.03%
-$3,103.65 
VONG Vanguard Russell 1000 Growth Fund
-1.02%
-$143,401.77 
VUG Vanguard Growth ETF
-1.02%
-$120,860.52 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.99%
-$12,276.61 
BABA Alibaba Group Holding Limited SP ADR
-0.93%
-$3,522.6 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.92%
-$1,993.46 
IEMG iShares Core MSCI Emerging Markets ETF
-0.92%
-$113,162.42 
TSLA Tesla, Inc.
-0.89%
-$31,680.72 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.87%
-$57,658.71 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.86%
-$36,003.45 
VWO Vanguard FTSE Emerging Markets ETF
-0.85%
-$55,395 
GILD Gilead Sciences Inc.
-0.84%
-$3,230.57 
HCA HCA Healthcare Inc.
-0.84%
-$14,615.67 
JQUA JPMorgan U.S. Quality Factor ETF
-0.83%
-$4,543.56 
IWM iShares Russell 2000 ETF
-0.82%
-$7,143.65 
MGNI Magnite, Inc.
-0.82%
-$2,904 
QCOM QUALCOMM Incorporated
-0.73%
-$1,505.18 
VB Vanguard Small-Cap ETF
-0.69%
-$2,302.74 
XLC Communication Services Select Sector SPDR Fund
-0.67%
-$1,546.5 
ESGV Vanguard ESG U.S. Stock ETF
-0.65%
-$2,101.29 
IWR iShares Russell Mid-Cap ETF
-0.52%
-$7,736.04 
SUSA iShares MSCI USA ESG Select ETF
-0.5%
-$10,318.48 
SCHB Schwab U.S. Broad Market ETF
-0.47%
-$348,279.12 
AMZN Amazon.com Inc
-0.47%
-$58,880.71 
DFUS Dimensional U.S. Equity Market ETF
-0.45%
-$11,054.96 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.45%
-$330,187.84 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.44%
-$759,090.8 
IWV ISHARES RUSSELL 3000 ETF
-0.42%
-$30,748.41 
MDY SPDR S&P MidCap 400 ETF Trust
-0.42%
-$12,737.2 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.4%
-$1,715.72 
SCHX Schwab U.S. Large-Cap ETF
-0.4%
-$20,478.36 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$89,045.05 
IWB iShares Russell 1000 ETF
-0.39%
-$408,538.35 
VOO Vanguard S&P 500 ETF
-0.39%
-$17,933.72 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$934.26 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.37%
-$2,918.04 
IVV iShares Core S&P 500 ETF
-0.37%
-$570,661.49 
LUV Southwest Airlines Co.
-0.37%
-$2,607.3 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$130,874.33 
QUAL iShares MSCI USA Quality Factor ETF
-0.3%
-$950.78 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.29%
-$124,787.52 
VT Vanguard Total World Stock ETF
-0.28%
-$879.3 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.28%
-$39,396.87 
UPS United Parcel Service, Inc.
-0.26%
-$1,164.25 
CEG Constellation Energy Corporation
-0.25%
-$567.8 
ABT Abbott Laboratories
-0.23%
-$862.8 
VO Vanguard Mid-Cap ETF
-0.23%
-$4,405.22 
IJR iShares Core S&P Small-Cap ETF
-0.23%
-$1,567.67 
ACWI iShares MSCI ACWI ETF
-0.22%
-$2,538.9 
USMV iShares MSCI USA Min Vol Factor ETF
-0.17%
-$489.82 
EMR Emerson Electric Co.
-0.14%
-$946.8 
LYV Live Nation Entertainment, Inc.
-0.14%
-$654.96 
PFF iShares Preferred and Income Securities ETF
-0.14%
-$311.8 
JTNY JPMorgan New York Tax Free Bond ETF
-0.1%
-$7,342.5 
LPLA LPL Financial Holdings Inc.
-0.05%
-$3,161.28 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.04%
-$14,277 
MUB iShares National Muni Bond ETF
-0.03%
-$302.96 
GLD SPDR Gold Shares
-0.03%
-$428.48 
IAU iShares Gold Trust
-0.01%
-$26.81 
PHO Invesco Water Resources ETF
-0.01%
-$14.85 
SBUX Starbucks Corporation
-0.01%
-$49.12 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$12.59 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4049 | Longs Won 2971/4049 73% | Profit Factor 17.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.09M |
| Average Win $212,926.89 | Best Trade (Oct 15) $32.74M | Sharpe Ratio -49.35 |
| Average Loss -$34,094.24 | Worst Trade (Mar 31) -$10.88M | Z-Score 27.1 (100%) |
| Commissions $0 | Avg. Trade Length 2y 8m 2w 1d | Expectancy $147,160.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 153,589 | $9.51M | $52.97M | - | $43.46M | 457.25% | +0.839% |
| ABBV AbbVie Inc. | 4,944 | $856,156.49 | $1.41M | - | $549,373.27 | 64.17% | +0.314% |
| ABEV Ambev S.A. | 26,794 | $61,508.56 | $87,616.38 | - | $26,107.82 | 42.45% | +0.307% |
| ABT Abbott Laboratories | 3,595 | $392,594.78 | $375,461.8 | - | -$17,132.98 | -4.36% | -0.229% |
| ACI Albertsons Companies, Inc. | 21,681 | $369,444.24 | $282,937.05 | - | -$86,507.19 | -23.42% | +0.153% |
| ACN Accenture plc Class A | 1,658 | $372,442.85 | $377,178.42 | - | $4,735.57 | 1.27% | +1.143% |
| ACVA ACV Auctions Inc. | 22,500 | $95,400 | $236,250 | - | $140,850 | 147.64% | 0.0 |
| ACWI iShares MSCI ACWI ETF | 7,254 | $749,413.6 | $1.15M | - | $403,101.92 | 53.79% | -0.22% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 1.38M | $82.02M | $103.27M | - | $21.25M | 25.9% | +0.067% |
| ADI Analog Devices, Inc. | 1,065 | $273,994.74 | $434,615.85 | - | $160,621.11 | 58.62% | +1.025% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,215 | $421,605.58 | $402,545.99 | - | -$19,059.59 | -4.52% | +0.098% |
| AGIX KraneShares AI and Tech ETF | 6,000 | $276,420 | $265,140 | - | -$11,280 | -4.08% | -2.986% |
| AIQ Global X Artificial Intelligence & Technology ETF | 3,052 | $200,241.72 | $191,390.92 | - | -$8,850.8 | -4.42% | -2.153% |
| AMAT Applied Materials, Inc. | 2,634 | $537,396.76 | $1.1M | - | $561,771.44 | 104.54% | -2.956% |
| AMD Advanced Micro Devices, Inc. | 2,204 | $381,714.83 | $1.2M | - | $814,021.29 | 213.25% | -3.504% |
| AMGN Amgen Inc. | 1,052 | $341,013.91 | $458,935 | - | $117,921.09 | 34.58% | +0.511% |
| AMZN Amazon.com Inc | 49,480 | $10.89M | $12.55M | - | $1.65M | 15.18% | -0.467% |
| APH Amphenol Corporation | 11,304 | $306,366.57 | $908,559 | - | $602,192.43 | 196.56% | -1.368% |
| ARKK ARK Innovation ETF Fund | 2,491 | $201,322.62 | $207,226.29 | - | $5,903.67 | 2.93% | -2.917% |
| ASML ASML Holding N.V. New York Registry Shares | 210 | $225,768.6 | $349,499.85 | - | $123,731.25 | 54.8% | +0.413% |
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FAQ
Which stocks have generated the highest profits for Winthrop Advisory Group?
The largest contributions to the portfolio's profits come from the following stocks: iShares Russell 1000 ETF - $39.74M, iShares Core S&P 500 ETF - $25.19M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $14.64M, iShares Russell 1000 Growth ETF - $9.98M, and iShares Short Treasury Bond ETF - $9.25M. 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: Amazon.com Inc - $7.53M, ARK Innovation ETF Fund - $1.97M, iShares MSCI EAFE ETF - $1.38M, iShares Select Dividend ETF - $1.1M, and iShares Core MSCI EAFE ETF - $742,308.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Winthrop Advisory Group's portfolio generate?
The portfolio generates substantial dividend income, with a total of $72.93M earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $9.01M, iShares Core S&P 500 ETF - $7.8M, iShares Core S&P Total U.S. Stock Market ETF - $6.18M, iShares Russell 1000 ETF - $5.99M, and VANGUARD TOTAL STOCK MKT ETF - $3.78M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Winthrop Advisory Group's monthly returns?
Winthrop Advisory Group's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Winthrop Advisory Group's strategy be considered aggressive or moderate?
Winthrop Advisory Group's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Winthrop Advisory Group's strategy?
Winthrop Advisory Group's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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