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
426
$88.1K 0.03%
1,250
427
$87.8K 0.03%
2,554
-96
428
$87.6K 0.03%
1,341
-103
429
$87.4K 0.03%
846
430
$87.2K 0.03%
364
431
$86.1K 0.03%
1,208
-250
432
$85.2K 0.03%
8,994
433
$85.1K 0.03%
1,726
-174
434
$83.8K 0.03%
1,650
435
$83.8K 0.03%
2,000
-200
436
$83.7K 0.03%
1,250
-2,398
437
$83K 0.03%
4,406
438
$82.6K 0.03%
4,336
+186
439
$82.1K 0.03%
5,400
440
$79K 0.02%
1,000
441
$78.1K 0.02%
1,414
+6
442
$77.6K 0.02%
2,216
443
$77.4K 0.02%
3,799
-1,904
444
$77.3K 0.02%
4,000
445
$77.2K 0.02%
1,642
+1,600
446
$76.3K 0.02%
1,250
+350
447
$75.8K 0.02%
5,000
+3,000
448
$74.7K 0.02%
1,000
-186
449
$74.4K 0.02%
1,807
+167
450
$74.4K 0.02%
4,840
+520
16 17
18
19 20