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
601
$35.6K 0.01%
1,000
602
$35.3K 0.01%
5,800
603
$34.8K 0.01%
886
+72
604
$34.7K 0.01%
1,022
605
$34.7K 0.01%
1,080
606
$34.7K 0.01%
722
607
$34.7K 0.01%
1,340
-10,588
608
$34.6K 0.01%
2,000
609
$34.5K 0.01%
1,457
-41
610
$34.5K 0.01%
3,000
611
$34.5K 0.01%
680
612
$34.4K 0.01%
576
613
$34.4K 0.01%
1,216
614
$34.4K 0.01%
+900
615
$34K 0.01%
600
616
$33.8K 0.01%
2,682
617
$33.7K 0.01%
360
618
$33.4K 0.01%
540
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$33.4K 0.01%
380
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620
$33.4K 0.01%
738
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$33.3K 0.01%
3,250
622
$33.2K 0.01%
830
623
$33.2K 0.01%
546
624
$33K 0.01%
344
625
$33K 0.01%
828
23 24
25
26 27