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
$302M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.3M
3
+$979K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$945K
5
IYJ icon
iShares US Industrials ETF
IYJ
+$937K

Top Sells

1
+$702K
2
+$628K
3
+$615K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$589K
5
URI icon
United Rentals
URI
+$574K

Sector Composition

1 Energy 14.16%
2 Healthcare 11.55%
3 Technology 11.37%
4 Industrials 11.05%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$55.9K 0.02%
3,377
477
$55.7K 0.02%
994
-42
478
$55.6K 0.02%
1,025
479
$55.3K 0.02%
7,946
480
$55.3K 0.02%
2,505
481
$55.1K 0.02%
800
-200
482
$55K 0.02%
397
483
$54.9K 0.02%
328
484
$54.5K 0.02%
2,000
-1,000
485
$54.1K 0.02%
825
+700
486
$53.2K 0.02%
1,014
+517
487
$53.1K 0.02%
209
488
$52.7K 0.02%
637
+50
489
$52.6K 0.02%
2,000
490
$52.4K 0.02%
228
+110
491
$52K 0.02%
45
492
$52K 0.02%
1,487
493
$51.8K 0.02%
1,582
-1,648
494
$51.5K 0.02%
1,253
495
$51.2K 0.02%
3,740
-400
496
$50.7K 0.02%
968
-172
497
$50.6K 0.02%
200
498
$50.5K 0.02%
875
-700
499
$50.3K 0.02%
2,721
500
$50.1K 0.02%
853
-869
18 19
20
21 22