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:
179.03%
Gain +0.02%
Monthly
1.74%
Yearly
22.94%
Drawdown
34.38%
$1.51B
Equity
Holdings
$1.51B
Investment
$1.02B
$602.24M
Profit +$1.18M
Realized
$109.07M
Unrealized
$493.17M
Dividends
$69.66M
Goals
Avg. 73.33% completed goals
Yearly
Gain > 10% 2026
Yearly
Loss < 15% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$1.18M
Win %
82%
This Week
Compared To Last Week
Gain
0.08%
Profit
$1.18M
Win %
82%
This Month
Compared to last month
Gain
2.55%
Profit
$37.63M
Win %
82%
This Year
Compared to last year
Gain
1.97%
Profit
$29.27M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$1.79M 
MVIS Microvision Inc.
+12.5%
+$1,742.7 
ETN Eaton Corporation plc
+7.32%
+$13,956.83 
GOOG Alphabet Inc
+6.88%
+$413,804.55 
GOOGL Alphabet Inc
+6.73%
+$566,041.77 
VRT Vertiv Holdings Co
+6.18%
+$17,320.18 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$20,280.6 
LPLA LPL Financial Holdings Inc.
+4.28%
+$287,083.74 
TT Trane Technologies plc
+3.33%
+$29,105.3 
META Meta Platforms Inc Class A
+3.28%
+$142,978.09 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$11,731.2 
MSFT Microsoft Corp.
+3.02%
+$579,135.59 
NVDA NVIDIA Corporation
+2.93%
+$240,968.01 
CVX Chevron Corporation
+2.35%
+$22,636.16 
MRVL Marvell Technology, Inc.
+2.32%
+$2,982 
GLW Corning Incorporated
+2.24%
+$6,181.2 
WDC Western Digital Corporation
+2.21%
+$4,472.22 
CSCO Cisco Systems, Inc.
+2.14%
+$46,823.67 
LHX L3Harris Technologies, Inc.
+1.9%
+$3,699.73 
PANW Palo Alto Networks, Inc.
+1.89%
+$12,300 
CRM Salesforce Inc
+1.83%
+$6,626.61 
ORCL Oracle Corporation
+1.81%
+$12,811.26 
HCA HCA Healthcare Inc.
+1.72%
+$25,289.16 
ACN Accenture plc Class A
+1.61%
+$4,360.56 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$3,422.92 
WIT Wipro Limited American Depositary Receipt
+1.54%
+$352.14 
VZ Verizon Communications Inc.
+1.52%
+$5,520.9 
LMT Lockheed Martin Corporation
+1.5%
+$9,182.32 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$57,262.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$90,003.84 
GE General Electric Company
+1.42%
+$8,983.58 
KLAC KLA Corporation
+1.38%
+$26,498.69 
AMAT Applied Materials, Inc.
+1.18%
+$15,540.65 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$13,141.16 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$4,832.65 
VUG Vanguard Growth ETF
+1.1%
+$122,841.84 
NOW ServiceNow, Inc.
+1.05%
+$4,845.32 
XLE Energy Select Sector SPDR Fund
+1%
+$2,377.7 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$62,042.4 
WMB The Williams Companies, Inc.
+0.89%
+$1,752.66 
IBM International Business Machines Corporation
+0.86%
+$8,835.57 
GEV GE Vernova Inc.
+0.85%
+$4,811.49 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$110,561.67 
MCD McDonald's Corporation
+0.82%
+$4,910.42 
EMR Emerson Electric Co.
+0.79%
+$4,965.48 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$3,306.67 
TSLA Tesla, Inc.
+0.76%
+$23,075.88 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$168,878.39 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$88,630.73 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$156,932.77 
AGIX KraneShares AI and Tech ETF
+0.71%
+$1,800 
VOO Vanguard S&P 500 ETF
+0.71%
+$31,352.12 
CAT Caterpillar Inc.
+0.7%
+$12,411.61 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,158.2 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$16,291.55 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$133,924.02 
IVV iShares Core S&P 500 ETF
+0.69%
+$1.01M 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$5,112.06 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$2,101.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$1,597.72 
PLTR Palantir Technologies Inc.
+0.65%
+$1,643.2 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$565,118.76 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$32,424.07 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$3,852.54 
IWB iShares Russell 1000 ETF
+0.64%
+$638,807.9 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$1,405.55 
SYY Sysco Corporation
+0.63%
+$2,092.44 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$258,818.56 
EXPE Expedia Group, Inc.
+0.62%
+$3,574.75 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$422,910.36 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$984,784.02 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$40,775.01 
MO Altria Group, Inc.
+0.57%
+$1,382.16 
APH Amphenol Corporation
+0.55%
+$2,486.85 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$2,464.37 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$376,800.38 
ACWI iShares MSCI ACWI ETF
+0.49%
+$5,585.51 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$167,754.75 
IWD iShares Russell 1000 Value ETF
+0.44%
+$27,141.72 
PFE Pfizer Inc.
+0.4%
+$1,438.4 
RTX RTX Corporation
+0.39%
+$3,477.6 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$10,275.3 
AVGO Broadcom Inc.
+0.37%
+$12,039.84 
PG Procter & Gamble Co
+0.37%
+$5,495.04 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$16,580.04 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$50,428 
BAC Bank of America Corporation
+0.36%
+$7,493.86 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$1,074.24 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$610.4 
GD General Dynamics Corporation
+0.32%
+$1,348.1 
MRK Merck & Co., Inc.
+0.32%
+$3,251.79 
SMH VanEck Semiconductor ETF
+0.3%
+$2,660.18 
PHO Invesco Water Resources ETF
+0.27%
+$564.11 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$551.99 
JPM JPMorgan Chase & Co.
+0.27%
+$18,247.28 
VT Vanguard Total World Stock ETF
+0.26%
+$801.14 
EIS iShares MSCI Israel ETF
+0.23%
+$492.75 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$528.86 
JNJ Johnson & Johnson
+0.21%
+$5,773.82 
ADI Analog Devices, Inc.
+0.2%
+$788.09 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$3,948.9 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$555.21 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$22,009.92 
T AT&T Inc.
+0.17%
+$741.2 
MS Morgan Stanley
+0.17%
+$981.37 
CB Chubb Limited
+0.15%
+$312.7 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$233.85 
C Citigroup Inc.
+0.1%
+$413.89 
WM Waste Management, Inc.
+0.1%
+$298.98 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.1%
+$281.85 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$251.91 
WMT Walmart Inc.
+0.09%
+$2,234.24 
ABT Abbott Laboratories
+0.09%
+$323.55 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$432.72 
SOXX iShares Semiconductor ETF
+0.07%
+$588.26 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$177.84 
DIS The Walt Disney Company
+0.03%
+$416.82 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$208 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$25.17 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$3.77M 
ACVA ACV Auctions Inc.
-6.72%
-$12,150 
MU Micron Technology, Inc.
-5.9%
-$62,059.19 
LYV Live Nation Entertainment, Inc.
-5.14%
-$25,734.47 
SHOP Shopify Inc.
-4.29%
-$28,171.5 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$7,571.91 
CI The Cigna Group
-2.99%
-$30,221.14 
QCOM QUALCOMM Incorporated
-2.63%
-$4,584.52 
ABBV AbbVie Inc.
-2.51%
-$31,987.68 
ARKK ARK Innovation ETF Fund
-2.28%
-$4,135.06 
BA Boeing Company
-2.15%
-$22,252.95 
LH Labcorp Holdings Inc.
-2.01%
-$4,538.6 
NFLX Netflix, Inc.
-2%
-$8,367.26 
AMD Advanced Micro Devices, Inc.
-1.9%
-$20,365 
UNH UnitedHealth Group Incorporated
-1.68%
-$10,654.51 
LRCX Lam Research Corporation
-1.58%
-$6,354.41 
GLD SPDR Gold Shares
-1.49%
-$20,068.98 
IAU iShares Gold Trust
-1.46%
-$3,029.53 
LUV Southwest Airlines Co.
-1.38%
-$10,950.66 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$4,712.39 
TJX The TJX Companies, Inc.
-1.21%
-$4,327.66 
DE Deere & Company
-1.13%
-$2,686 
TXN Texas Instruments Inc
-1.08%
-$2,313.34 
LOW Lowe's Companies Inc.
-1.08%
-$3,030.45 
CRH CRH plc
-1.03%
-$2,191.86 
INTC Intel Corporation
-1.02%
-$3,762.78 
KO The Coca-Cola Company
-1.02%
-$5,768.1 
DKNG DraftKings Inc.
-1.01%
-$2,557.68 
UPS United Parcel Service, Inc.
-1%
-$4,889.85 
EW Edwards Lifesciences Corporation
-0.98%
-$2,996.25 
XOM Exxon Mobil Corporation
-0.97%
-$11,202.66 
EWJ iShares MSCI Japan ETF
-0.96%
-$3,143.7 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,732.4 
GILD Gilead Sciences Inc.
-0.81%
-$2,599.01 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$2,651.65 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$1,933.47 
CVS CVS Health Corporation
-0.75%
-$3,402.53 
MA Mastercard Incorporated
-0.74%
-$13,251.51 
INTF iShares International Equity Factor ETF
-0.73%
-$169,056.02 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.69%
-$1,546.11 
DUK Duke Energy Corporation
-0.67%
-$2,194.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,032.41 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$40,492.64 
AMGN Amgen Inc.
-0.64%
-$2,608.97 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$14,096.25 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,693.59 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,927.86 
SBUX Starbucks Corporation
-0.57%
-$5,895 
COF Capital One Financial Corporation
-0.54%
-$2,049.83 
LLY Eli Lilly and Company
-0.53%
-$11,818.64 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,788.8 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$1,631.86 
WELL Welltower Inc.
-0.51%
-$1,513.68 
IWM iShares Russell 2000 ETF
-0.47%
-$4,374.3 
MGNI Magnite, Inc.
-0.46%
-$1,306.8 
PEP PepsiCo, Inc.
-0.46%
-$4,002.56 
DVY iShares Select Dividend ETF
-0.45%
-$6,305.58 
TRV The Travelers Companies, Inc.
-0.43%
-$1,527.31 
HD The Home Depot, Inc.
-0.42%
-$12,400.37 
VGT Vanguard Information Technology ETF
-0.38%
-$852.26 
AXP American Express Company
-0.38%
-$1,389.37 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$19,316.52 
JTNY JPMorgan New York Tax Free Bond ETF
-0.34%
-$24,964.5 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$1,711.8 
ABEV Ambev S.A.
-0.32%
-$267.94 
CEG Constellation Energy Corporation
-0.31%
-$676.35 
VXF Vanguard Extended Market ETF
-0.3%
-$74,711.88 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$4,207.32 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$9,062.82 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$839.05 
VTV Vanguard Value ETF
-0.27%
-$16,414.11 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$576.84 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,053.75 
TDVG T. Rowe Price Dividend Growth ETF
-0.24%
-$2,288.28 
COST Costco Wholesale Corporation
-0.24%
-$3,059.72 
VB Vanguard Small-Cap ETF
-0.22%
-$767.56 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$646.3 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,215.79 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$3,508.07 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$25,224.12 
MKL Markel Group Inc.
-0.2%
-$1,249.16 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$590.88 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,153.32 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$1,176.5 
EPD Enterprise Products Partners L.P.
-0.18%
-$466.56 
BKNG Booking Holdings Inc.
-0.18%
-$397.14 
ACI Albertsons Companies, Inc.
-0.17%
-$433.62 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$179,746.84 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$1,144.78 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$388.48 
IXUS iShares Core International Stock ETF
-0.15%
-$13,106.52 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$3,993.25 
MUB iShares National Muni Bond ETF
-0.11%
-$1,038.72 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$43,624.96 
XLF Financial Select Sector SPDR Fund
-0.1%
-$724.74 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$10,159.2 
BINC iShares Flexible Income Active ETF
-0.08%
-$207.03 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$157.12 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$172.05 
VO Vanguard Mid-Cap ETF
-0.05%
-$952.48 
V Visa Inc. Class A
-0.04%
-$1,440.36 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$161.42 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$202.23 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4049 | Longs Won 3005/4049 74% | Profit Factor 17.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.08M |
| Average Win $212,214.55 | Best Trade (Aug 14) $33.12M | Sharpe Ratio -13.41 |
| Average Loss -$33,966.09 | Worst Trade (Mar 31) -$10.88M | Z-Score 20.28 (100%) |
| Commissions $0 | Avg. Trade Length 2y 7m 3w 6d | Expectancy $148,738.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 153,589 | $9.51M | $47.45M | - | $37.94M | 399.14% | -7.354% |
| ABBV AbbVie Inc. | 4,944 | $856,156.49 | $1.24M | - | $384,490.87 | 44.91% | -2.513% |
| ABEV Ambev S.A. | 26,794 | $61,508.56 | $83,329.34 | - | $21,820.78 | 35.48% | -0.321% |
| ABT Abbott Laboratories | 3,595 | $392,594.78 | $379,991.5 | - | -$12,603.28 | -3.21% | +0.085% |
| ACI Albertsons Companies, Inc. | 21,681 | $369,444.24 | $251,065.98 | - | -$118,378.26 | -32.04% | -0.172% |
| ACN Accenture plc Class A | 1,658 | $372,442.85 | $275,095.36 | - | -$97,347.49 | -26.14% | +1.611% |
| ACVA ACV Auctions Inc. | 22,500 | $95,400 | $168,525 | - | $73,125 | 76.65% | -6.725% |
| ACWI iShares MSCI ACWI ETF | 7,254 | $749,413.6 | $1.13M | - | $385,329.55 | 51.42% | +0.495% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 1.38M | $82.02M | $104.05M | - | $22.02M | 26.85% | -0.172% |
| ADI Analog Devices, Inc. | 1,065 | $273,994.74 | $391,291.65 | - | $117,296.91 | 42.81% | +0.202% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,215 | $421,605.58 | $410,414.55 | - | -$11,191.03 | -2.65% | -0.256% |
| AGIX KraneShares AI and Tech ETF | 6,000 | $276,420 | $253,740 | - | -$22,680 | -8.2% | +0.714% |
| AIQ Global X Artificial Intelligence & Technology ETF | 3,052 | $200,241.72 | $179,732.28 | - | -$20,509.44 | -10.24% | +0.341% |
| AMAT Applied Materials, Inc. | 2,634 | $537,396.76 | $1.34M | - | $799,806.05 | 148.83% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 2,204 | $381,714.83 | $1.05M | - | $667,719.75 | 174.93% | -1.904% |
| AMGN Amgen Inc. | 1,052 | $341,013.91 | $405,188.32 | - | $64,174.41 | 18.82% | -0.64% |
| AMZN Amazon.com Inc | 49,480 | $10.89M | $13.44M | - | $2.54M | 23.36% | +15.321% |
| APH Amphenol Corporation | 5,652 | $306,361.78 | $454,138.2 | - | $147,776.42 | 48.24% | +0.551% |
| ARKK ARK Innovation ETF Fund | 2,491 | $201,322.62 | $177,458.84 | - | -$23,863.78 | -11.85% | -2.277% |
| ASML ASML Holding N.V. New York Registry Shares | 210 | $225,768.6 | $342,090 | - | $116,321.4 | 51.52% | -1.359% |
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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 Winthrop Advisory Group?
The largest contributions to the portfolio's profits come from the following stocks: iShares Russell 1000 ETF - $39.49M, iShares Core S&P 500 ETF - $24.75M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $14.52M, iShares Russell 1000 Growth ETF - $9.96M, and iShares Short Treasury Bond ETF - $9.01M. 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 - $1.11M, 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 $69.66M earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $8.78M, iShares Core S&P 500 ETF - $7.36M, iShares Russell 1000 ETF - $5.74M, iShares Core S&P Total U.S. Stock Market ETF - $5.72M, and VANGUARD TOTAL STOCK MKT ETF - $3.59M. 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.
