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
$349M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,424
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.95M
3
+$1.34M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.26M
5
TJX icon
TJX Companies
TJX
+$1.08M

Top Sells

1
+$4.36M
2
+$2.24M
3
+$811K
4
MDT icon
Medtronic
MDT
+$642K
5
ALK icon
Alaska Air
ALK
+$628K

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
501
$59.1K 0.02%
666
-134
502
$59.1K 0.02%
328
503
$58.9K 0.02%
1,306
504
$58.7K 0.02%
1,400
505
$58.1K 0.02%
1,250
-100
506
$57.9K 0.02%
7,946
507
$57.4K 0.02%
1,078
+2
508
$57K 0.02%
1,396
509
$56.4K 0.02%
876
510
$56.1K 0.02%
868
511
$56.1K 0.02%
2,932
+24
512
$55.9K 0.02%
1,312
513
$55.3K 0.02%
398
514
$55.2K 0.02%
2,200
515
$55K 0.02%
1,290
516
$55K 0.02%
3,198
+102
517
$54.1K 0.02%
2,340
518
$54K 0.02%
552
+102
519
$53.7K 0.02%
4,748
-1,488
520
$53.5K 0.02%
2,000
521
$52.7K 0.02%
420
522
$52.6K 0.02%
4,040
523
$52.5K 0.02%
436
-1,714
524
$52.4K 0.02%
600
525
$51.9K 0.01%
900
-68
19 20
21
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