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
551
$46.1K 0.01%
2,522
-150
552
$45.9K 0.01%
1,496
+196
553
$45.8K 0.01%
459
+14
554
$45.6K 0.01%
8,994
555
$45.5K 0.01%
1,692
-8
556
$45.2K 0.01%
880
557
$44.8K 0.01%
3,102
558
$44.7K 0.01%
500
-710
559
$44.6K 0.01%
818
560
$43.8K 0.01%
1,246
+18
561
$43.7K 0.01%
1,110
+40
562
$43.6K 0.01%
2,903
+882
563
$43.3K 0.01%
1,624
+42
564
$43.3K 0.01%
1,080
565
$43K 0.01%
808
566
$42.5K 0.01%
210
+10
567
$42.4K 0.01%
1,090
+340
568
$42.3K 0.01%
+1,259
569
$42.2K 0.01%
950
-354
570
$42.2K 0.01%
850
-100
571
$41.9K 0.01%
+1,000
572
$41.4K 0.01%
2,566
+566
573
$41.3K 0.01%
705
574
$40.8K 0.01%
868
-100
575
$40.8K 0.01%
1,876
+100
21 22
23
24 25