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 10.96%
4 Energy 9.37%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$37.3K 0.01%
300
602
$37.1K 0.01%
2,636
+300
603
$36.9K 0.01%
360
604
$36.8K 0.01%
1,592
-550
605
$36.7K 0.01%
2,726
-2,250
606
$36.6K 0.01%
784
+244
607
$36.2K 0.01%
616
+16
608
$36.1K 0.01%
2,388
609
$36K 0.01%
824
-200
610
$36K 0.01%
+560
611
$35.9K 0.01%
880
612
$35.8K 0.01%
3,482
+84
613
$35.3K 0.01%
1,436
614
$35.2K 0.01%
450
615
$35K 0.01%
800
616
$34.8K 0.01%
332
617
$34.8K 0.01%
730
-52
618
$34.4K 0.01%
2,518
619
$34.3K 0.01%
400
620
$34.1K 0.01%
3,000
621
$34.1K 0.01%
470
622
$34.1K 0.01%
650
+274
623
$34K 0.01%
740
+600
624
$33.7K 0.01%
600
625
$33.6K 0.01%
486
23 24
25
26 27