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
626
$32.8K 0.01%
998
+66
627
$32.8K 0.01%
+800
628
$32.4K 0.01%
2,000
629
$32.2K 0.01%
1,243
-178
630
$32.1K 0.01%
452
+100
631
$31.9K 0.01%
250
632
$31.8K 0.01%
338
-100
633
$31.8K 0.01%
456
+100
634
$31.7K 0.01%
480
+82
635
$31.2K 0.01%
676
+26
636
$31.2K 0.01%
3,154
+76
637
$30.9K 0.01%
930
638
$30.8K 0.01%
1,224
639
$30.8K 0.01%
+1,350
640
$30.7K 0.01%
3,000
641
$30.6K 0.01%
484
+416
642
$30.6K 0.01%
384
-384
643
$30.4K 0.01%
914
644
$30.4K 0.01%
+6,400
645
$30.4K 0.01%
668
+492
646
$30.3K 0.01%
+1,600
647
$30.3K 0.01%
376
-1,404
648
$30.2K 0.01%
1,706
+756
649
$30.2K 0.01%
2,580
650
$30.1K 0.01%
352
-224
24 25
26
27 28