WEC

Winslow Evans & Crocker Portfolio holdings

AUM $528M
1-Year Est. Return 31.01%
This Quarter Est. Return
1 Year Est. Return
+31.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
-$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,489
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$628K
3
+$554K
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$509K
5
IYE icon
iShares US Energy ETF
IYE
+$495K

Top Sells

1
+$989K
2
+$958K
3
+$938K
4
AAPL icon
Apple
AAPL
+$870K
5
AGN
Allergan plc
AGN
+$771K

Sector Composition

1 Energy 13.37%
2 Industrials 11.76%
3 Technology 11.2%
4 Healthcare 11.19%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$88.3K 0.03%
2,718
377
$88.1K 0.03%
2,091
+50
378
$87.8K 0.03%
6,055
+27
379
$87.8K 0.03%
9,200
380
$86.7K 0.03%
1,658
+74
381
$86K 0.03%
3,596
382
$85.8K 0.03%
2,520
383
$85.6K 0.03%
762
384
$85.5K 0.03%
1,050
385
$85.1K 0.03%
2,700
+342
386
$85K 0.03%
2,146
387
$85K 0.03%
1,004
388
$84.7K 0.03%
4,406
389
$84.5K 0.03%
2,107
-173
390
$84.5K 0.03%
1,575
391
$84.3K 0.03%
1,200
392
$84.1K 0.03%
1,990
393
$84K 0.03%
8,994
394
$83.9K 0.03%
1,250
395
$83.9K 0.03%
2,040
-208
396
$82.6K 0.03%
1,642
-19,658
397
$82.5K 0.03%
3,805
398
$82.3K 0.03%
3,230
-10,933
399
$82.2K 0.03%
1,750
+200
400
$81.9K 0.03%
1,240
14 15
16
17 18