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
$302M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.3M
3
+$979K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$945K
5
IYJ icon
iShares US Industrials ETF
IYJ
+$937K

Top Sells

1
+$702K
2
+$628K
3
+$615K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$589K
5
URI icon
United Rentals
URI
+$574K

Sector Composition

1 Energy 14.16%
2 Healthcare 11.55%
3 Technology 11.37%
4 Industrials 11.05%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$28.5K 0.01%
500
602
$28.4K 0.01%
700
603
$28.2K 0.01%
395
604
$28K 0.01%
350
-57
605
$27.9K 0.01%
416
+146
606
$27.6K 0.01%
3,000
-1,000
607
$27K 0.01%
+1,100
608
$26.9K 0.01%
230
609
$26.9K 0.01%
938
+641
610
$26.8K 0.01%
435
+1
611
$26.7K 0.01%
500
+10
612
$26.6K 0.01%
2,000
613
$26.5K 0.01%
+732
614
$26.5K 0.01%
1,750
+200
615
$26.5K 0.01%
658
-47
616
$26.1K 0.01%
627
617
$26K 0.01%
1,000
+500
618
$26K 0.01%
103
-27
619
$25.9K 0.01%
630
620
$25.9K 0.01%
368
+19
621
$25.8K 0.01%
700
622
$25.6K 0.01%
1,674
+234
623
$25.3K 0.01%
753
+350
624
$25.2K 0.01%
+238
625
$25.1K 0.01%
553
23 24
25
26 27