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
$325M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,355
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$758K
3
+$665K
4
YUMC icon
Yum China
YUMC
+$664K
5
SNCR icon
Synchronoss Technologies
SNCR
+$548K

Top Sells

1
+$1.2M
2
+$1.16M
3
+$1.12M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$972K
5
AAPL icon
Apple
AAPL
+$897K

Sector Composition

1 Technology 16.58%
2 Healthcare 12.59%
3 Financials 11%
4 Energy 9.37%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$46.8K 0.01%
3,300
552
$46.5K 0.01%
200
553
$46.3K 0.01%
626
-126
554
$45.9K 0.01%
420
-51
555
$45.3K 0.01%
1,150
556
$45.2K 0.01%
4,170
-268
557
$45K 0.01%
708
+600
558
$44.8K 0.01%
2,000
559
$44.8K 0.01%
830
560
$44.8K 0.01%
656
-342
561
$44.4K 0.01%
1,186
+136
562
$44.1K 0.01%
1,090
563
$43.7K 0.01%
872
564
$43.6K 0.01%
600
565
$43.1K 0.01%
968
566
$42.8K 0.01%
1,560
+4
567
$42.7K 0.01%
690
568
$42.3K 0.01%
1,200
-6,850
569
$42.2K 0.01%
2,080
-1,406
570
$42.2K 0.01%
3,176
-2,250
571
$42.2K 0.01%
1,080
572
$42.2K 0.01%
4,076
+576
573
$41.2K 0.01%
1,016
574
$41.1K 0.01%
664
575
$40.8K 0.01%
2,700
-1,200
21 22
23
24 25