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
526
$51.5K 0.01%
7,484
527
$51.2K 0.01%
866
-7
528
$51.1K 0.01%
5,876
-1,400
529
$50.8K 0.01%
948
+250
530
$50.4K 0.01%
1,826
-74
531
$50.1K 0.01%
936
+826
532
$49.8K 0.01%
+1,400
533
$49.8K 0.01%
900
534
$49.7K 0.01%
4,000
535
$49.3K 0.01%
+1,000
536
$49K 0.01%
3,008
537
$48.8K 0.01%
1,000
538
$48.7K 0.01%
3,872
539
$48.4K 0.01%
2,600
540
$48.4K 0.01%
710
-40
541
$47.4K 0.01%
3,450
+2,650
542
$47.3K 0.01%
548
-178
543
$46.7K 0.01%
2,520
-3,240
544
$46.7K 0.01%
450
545
$46.6K 0.01%
1,056
546
$46.5K 0.01%
1,800
547
$46.5K 0.01%
1,936
548
$46.5K 0.01%
1,400
+1,300
549
$46.4K 0.01%
+1,000
550
$46.3K 0.01%
1,973
20 21
22
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