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
451
$60.6K 0.02%
472
+260
452
$59.9K 0.02%
563
+300
453
$59.5K 0.02%
1,140
454
$59.4K 0.02%
1,413
455
$59K 0.02%
2,010
456
$58.9K 0.02%
1,200
457
$58.1K 0.02%
1,355
458
$57.3K 0.02%
1,086
459
$57.3K 0.02%
1,375
+1,125
460
$57.2K 0.02%
1,395
461
$57.1K 0.02%
+375
462
$57.1K 0.02%
1,036
+152
463
$56.9K 0.02%
1,050
464
$56.8K 0.02%
800
465
$56.7K 0.02%
677
+26
466
$56.6K 0.02%
+1,000
467
$56.5K 0.02%
2,505
468
$56.4K 0.02%
527
+441
469
$56.1K 0.02%
1,076
470
$55.9K 0.02%
2,935
471
$55.5K 0.02%
1,253
-462
472
$55.5K 0.02%
4,140
473
$55.2K 0.02%
1,140
474
$54K 0.02%
397
475
$54K 0.02%
2,325
17 18
19
20 21