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
$349M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,424
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.95M
3
+$1.34M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.26M
5
TJX icon
TJX Companies
TJX
+$1.08M

Top Sells

1
+$4.36M
2
+$2.24M
3
+$811K
4
MDT icon
Medtronic
MDT
+$642K
5
ALK icon
Alaska Air
ALK
+$628K

Sector Composition

1 Technology 15.53%
2 Healthcare 14.95%
3 Financials 9.86%
4 Consumer Discretionary 9.53%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$97.7K 0.03%
3,760
402
$97.6K 0.03%
1,050
403
$97.6K 0.03%
1,950
+258
404
$97.5K 0.03%
782
405
$97K 0.03%
3,360
+1,224
406
$96.4K 0.03%
641
-32
407
$96.3K 0.03%
4,464
-390
408
$96K 0.03%
2,128
+24
409
$94.6K 0.03%
1,342
-50
410
$93K 0.03%
1,748
-90
411
$92.7K 0.03%
2,368
-200
412
$92.7K 0.03%
1,684
+420
413
$92.2K 0.03%
628
+50
414
$91.9K 0.03%
990
+274
415
$91.7K 0.03%
901
-186
416
$91.4K 0.03%
3,120
-2,460
417
$91.2K 0.03%
1,612
418
$91K 0.03%
8,700
419
$90.3K 0.03%
484
+10
420
$90.1K 0.03%
3,482
-2,714
421
$90K 0.03%
3,176
422
$88.3K 0.03%
4,406
423
$88.3K 0.03%
816
+100
424
$87.8K 0.03%
1,844
-3,432
425
$87.3K 0.03%
2,418
15 16
17
18 19