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
451
$73.8K 0.02%
1,972
-834
452
$73.5K 0.02%
1,396
453
$73K 0.02%
6,256
454
$72.8K 0.02%
1,400
455
$72.3K 0.02%
2,190
-360
456
$72K 0.02%
2,422
+103
457
$71.2K 0.02%
1,698
+1,500
458
$70.8K 0.02%
4,000
459
$69.6K 0.02%
2,420
460
$69.5K 0.02%
542
-246
461
$69.3K 0.02%
5,276
+326
462
$68.7K 0.02%
1,466
+300
463
$68.3K 0.02%
876
464
$67.6K 0.02%
4,390
-228
465
$67.3K 0.02%
2,216
466
$67.3K 0.02%
1,312
467
$67.3K 0.02%
1,650
468
$67.1K 0.02%
+1,824
469
$66.9K 0.02%
3,726
-350
470
$66.9K 0.02%
6,618
471
$66.3K 0.02%
2,300
+2,000
472
$66.1K 0.02%
1,724
-368
473
$65.4K 0.02%
4,770
474
$65.4K 0.02%
1,736
475
$65.2K 0.02%
2,616
17 18
19
20 21