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
$325M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,355
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$758K
3
+$665K
4
YUMC icon
Yum China
YUMC
+$664K
5
SNCR icon
Synchronoss Technologies
SNCR
+$548K

Top Sells

1
+$1.2M
2
+$1.16M
3
+$1.12M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$972K
5
AAPL icon
Apple
AAPL
+$897K

Sector Composition

1 Technology 16.58%
2 Healthcare 12.59%
3 Financials 10.96%
4 Energy 9.37%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$103K 0.03%
2,750
402
$103K 0.03%
836
+83
403
$102K 0.03%
1,204
-3,900
404
$101K 0.03%
3,500
+1,100
405
$101K 0.03%
2,000
+400
406
$99.8K 0.03%
1,210
+310
407
$99.3K 0.03%
3,676
+276
408
$97.6K 0.03%
4,050
409
$96.6K 0.03%
2,450
+12
410
$96K 0.03%
3,192
411
$95.2K 0.03%
778
412
$94.8K 0.03%
2,280
413
$94.6K 0.03%
1,858
414
$94.4K 0.03%
710
415
$94.3K 0.03%
2,430
416
$94K 0.03%
1,036
+114
417
$93.4K 0.03%
1,552
418
$93.4K 0.03%
1,526
419
$92.7K 0.03%
452
-4
420
$92.6K 0.03%
2,426
+200
421
$92.2K 0.03%
2,478
-412
422
$91.2K 0.03%
2,242
-3,502
423
$90.6K 0.03%
2,602
424
$89.3K 0.03%
1,154
-1,180
425
$88.7K 0.03%
860
+12
15 16
17
18 19