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
601
$28.6K 0.01%
250
602
$28.3K 0.01%
2,000
603
$28.2K 0.01%
740
604
$27.8K 0.01%
162
605
$27.8K 0.01%
1,116
-226
606
$27.5K 0.01%
600
607
$26.9K 0.01%
532
-400
608
$26.9K 0.01%
913
609
$26.9K 0.01%
1,250
-6,500
610
$26.4K 0.01%
434
+4
611
$26.3K 0.01%
497
-31
612
$26.1K 0.01%
395
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613
$26K 0.01%
519
614
$26K 0.01%
567
-1,174
615
$26K 0.01%
230
+130
616
$25.9K 0.01%
332
-245
617
$25.5K 0.01%
290
618
$25.3K 0.01%
575
619
$25.3K 0.01%
600
620
$25.2K 0.01%
516
621
$25.1K 0.01%
627
+300
622
$25.1K 0.01%
500
-900
623
$24.7K 0.01%
560
624
$24.6K 0.01%
+565
625
$24.4K 0.01%
1,200
23 24
25
26 27