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
426
$74.1K 0.03%
3,540
427
$74K 0.03%
855
-70
428
$73.7K 0.03%
546
429
$73.4K 0.03%
903
430
$73.1K 0.03%
1,300
431
$73.1K 0.03%
1,376
-100
432
$72.9K 0.03%
+4,440
433
$71.2K 0.02%
1,650
-285
434
$68K 0.02%
1,300
+585
435
$67.8K 0.02%
5,950
436
$67.7K 0.02%
231
-12
437
$67.5K 0.02%
2,000
438
$66.3K 0.02%
1,603
-39
439
$66K 0.02%
1,156
+305
440
$65.9K 0.02%
1,314
-611
441
$64.8K 0.02%
2,325
442
$64.5K 0.02%
705
+320
443
$63.9K 0.02%
+3,400
444
$63.7K 0.02%
1,196
+93
445
$63.3K 0.02%
1,995
446
$62.2K 0.02%
630
447
$62.2K 0.02%
750
+459
448
$62K 0.02%
1,106
449
$61.1K 0.02%
580
+59
450
$60.8K 0.02%
715
+215
16 17
18
19 20