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
501
$46.3K 0.02%
920
502
$45.8K 0.02%
1,156
-51
503
$45.6K 0.02%
499
-801
504
$45.5K 0.02%
464
505
$45.3K 0.02%
45
506
$45.3K 0.02%
830
507
$45.2K 0.02%
1,400
508
$44.9K 0.02%
1,800
+800
509
$44.6K 0.02%
413
510
$44.5K 0.02%
1,487
511
$44K 0.02%
390
+53
512
$43.9K 0.02%
2,275
513
$43.2K 0.01%
1,227
514
$42.6K 0.01%
3,500
515
$42.5K 0.01%
489
516
$42.4K 0.01%
2,000
517
$42.3K 0.01%
1,167
518
$41.9K 0.01%
+3,400
519
$41.8K 0.01%
1,080
520
$41.8K 0.01%
899
+378
521
$41.5K 0.01%
3,101
522
$41.4K 0.01%
1,000
523
$41.1K 0.01%
705
524
$41K 0.01%
1,159
525
$40.6K 0.01%
2,035
-940
19 20
21
22 23