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
$351M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,476
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.6M
3
+$2.43M
4
IYF icon
iShares US Financials ETF
IYF
+$1.92M
5
UNP icon
Union Pacific
UNP
+$976K

Top Sells

1
+$2.49M
2
+$1.17M
3
+$1.09M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.08M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.01M

Sector Composition

1 Healthcare 13.78%
2 Technology 13.41%
3 Energy 11.55%
4 Industrials 9.94%
5 Financials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$32.6K 0.01%
560
627
$32.4K 0.01%
500
628
$32.2K 0.01%
3,250
629
$32.2K 0.01%
250
630
$31.7K 0.01%
2,000
631
$31.6K 0.01%
+500
632
$31.6K 0.01%
1,826
633
$31.4K 0.01%
368
-282
634
$31.4K 0.01%
1,076
+776
635
$31.4K 0.01%
800
636
$31K 0.01%
248
+38
637
$31K 0.01%
620
638
$30.9K 0.01%
+500
639
$30.5K 0.01%
1,159
640
$30.2K 0.01%
766
641
$30.1K 0.01%
600
-50
642
$30K 0.01%
914
643
$29.9K 0.01%
2,950
-298
644
$29.8K 0.01%
600
645
$29.8K 0.01%
856
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646
$29.8K 0.01%
+1,700
647
$29.6K 0.01%
472
+300
648
$29.3K 0.01%
786
649
$29.2K 0.01%
558
+194
650
$29.2K 0.01%
224
+2
24 25
26
27 28