WEC

Winslow Evans & Crocker Portfolio holdings

AUM $528M
1-Year Est. Return 30.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,424
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.85M
3
+$1.37M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.27M
5
TJX icon
TJX Companies
TJX
+$1.08M

Top Sells

1
+$4.38M
2
+$2.12M
3
+$811K
4
MDT icon
Medtronic
MDT
+$629K
5
ALK icon
Alaska Air
ALK
+$620K

Sector Composition

1 Technology 15.53%
2 Healthcare 14.95%
3 Financials 9.86%
4 Consumer Discretionary 9.53%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$67.1K 0.02%
1,746
477
$67K 0.02%
2,410
+1,010
478
$66.8K 0.02%
+3,550
479
$66.6K 0.02%
1,561
480
$66K 0.02%
1,800
+250
481
$65.6K 0.02%
4,600
+200
482
$65.3K 0.02%
4,950
483
$65.1K 0.02%
1,706
-14,550
484
$64.8K 0.02%
1,676
+426
485
$64.2K 0.02%
77
486
$64.1K 0.02%
6,256
487
$64K 0.02%
8,938
488
$63K 0.02%
1,800
+300
489
$62.6K 0.02%
1,736
490
$62.3K 0.02%
890
491
$61.9K 0.02%
6,618
492
$60.8K 0.02%
1,824
-532
493
$60.6K 0.02%
2,024
+92
494
$60.5K 0.02%
1,394
+2
495
$60.3K 0.02%
476
496
$60.3K 0.02%
918
-226
497
$60K 0.02%
966
498
$59.7K 0.02%
+1,898
499
$59.4K 0.02%
1,246
-70
500
$59.2K 0.02%
684
18 19
20
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