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
$352M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,376
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.06M
3
+$818K
4
TWLO icon
Twilio
TWLO
+$731K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$509K

Top Sells

1
+$574K
2
+$570K
3
+$550K
4
UNH icon
UnitedHealth
UNH
+$460K
5
SRE icon
Sempra
SRE
+$438K

Sector Composition

1 Technology 20.93%
2 Healthcare 13.52%
3 Financials 11.41%
4 Consumer Discretionary 8.92%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$44K 0.01%
1,292
+56
527
$42K 0.01%
1,186
-300
528
$42K 0.01%
3,514
529
$42K 0.01%
+1,234
530
$42K 0.01%
2,300
+125
531
$42K 0.01%
2,000
+250
532
$42K 0.01%
1,282
533
$42K 0.01%
1,506
-731
534
$42K 0.01%
1,810
535
$40K 0.01%
950
+270
536
$40K 0.01%
280
+268
537
$40K 0.01%
4,950
-3,000
538
$40K 0.01%
1,576
+1,260
539
$40K 0.01%
944
540
$40K 0.01%
650
-30
541
$40K 0.01%
800
542
$40K 0.01%
6,098
543
$40K 0.01%
960
+154
544
$40K 0.01%
956
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545
$40K 0.01%
446
546
$40K 0.01%
1,466
547
$38K 0.01%
1,000
548
$38K 0.01%
1,026
549
$38K 0.01%
680
550
$38K 0.01%
1,150
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