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
626
$33.6K 0.01%
4,032
+1,210
627
$33.5K 0.01%
1,032
628
$33.3K 0.01%
919
+126
629
$33.3K 0.01%
758
630
$32.8K 0.01%
586
+186
631
$32.8K 0.01%
1,224
632
$32.4K 0.01%
1,758
633
$32.4K 0.01%
716
+40
634
$32.2K 0.01%
2,000
+1,600
635
$32.2K 0.01%
1,260
636
$32.1K 0.01%
976
+50
637
$32K 0.01%
648
-276
638
$31.9K 0.01%
3,026
-124
639
$31.5K 0.01%
2,636
640
$31.4K 0.01%
250
641
$31.3K 0.01%
996
642
$31.2K 0.01%
3,250
643
$31.1K 0.01%
990
-210
644
$31.1K 0.01%
+750
645
$31.1K 0.01%
652
-150
646
$30.9K 0.01%
2,050
647
$30.7K 0.01%
1,100
+1,000
648
$30.6K 0.01%
1,300
-1,300
649
$30.3K 0.01%
376
-370
650
$30.3K 0.01%
540
-350
24 25
26
27 28