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
551
$35.6K 0.01%
1,647
-50
552
$35.6K 0.01%
814
-135
553
$35.5K 0.01%
+1,500
554
$35.4K 0.01%
1,000
555
$35K 0.01%
600
556
$34.9K 0.01%
915
557
$34.7K 0.01%
725
558
$34.7K 0.01%
705
559
$34.1K 0.01%
375
+325
560
$34K 0.01%
1,000
561
$33.8K 0.01%
676
-155
562
$33.8K 0.01%
866
563
$33.6K 0.01%
460
564
$33.5K 0.01%
347
565
$33.4K 0.01%
500
566
$33.4K 0.01%
343
-19
567
$33.1K 0.01%
797
-204
568
$33K 0.01%
771
569
$32.9K 0.01%
130
-75
570
$32.7K 0.01%
384
571
$32.6K 0.01%
218
572
$32.3K 0.01%
785
573
$32.3K 0.01%
300
574
$32.2K 0.01%
1,450
575
$32.1K 0.01%
388
21 22
23
24 25