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
$365M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.31M
3
+$1.57M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.49M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.22M

Top Sells

1
+$3.55M
2
+$1.15M
3
+$670K
4
HDB icon
HDFC Bank
HDB
+$544K
5
BA icon
Boeing
BA
+$491K

Sector Composition

1 Technology 19.43%
2 Healthcare 11.88%
3 Financials 10.92%
4 Consumer Discretionary 8.56%
5 Energy 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$36.1K 0.01%
200
627
$36K 0.01%
2,518
628
$36K 0.01%
+660
629
$35.9K 0.01%
1,080
630
$35.5K 0.01%
400
+100
631
$35.5K 0.01%
1,775
+675
632
$35.3K 0.01%
2,000
633
$35.3K 0.01%
757
-1
634
$35.2K 0.01%
468
-2
635
$35.2K 0.01%
3,000
636
$35.1K 0.01%
785
-1
637
$35.1K 0.01%
600
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638
$34.7K 0.01%
581
-40
639
$34.4K 0.01%
1,026
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640
$34.3K 0.01%
653
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489
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$34.1K 0.01%
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$33.8K 0.01%
2,000
644
$33.8K 0.01%
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$33.8K 0.01%
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646
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1,000
-300
647
$33.3K 0.01%
1,340
+214
648
$33.1K 0.01%
781
-138
649
$33K 0.01%
1,000
650
$32.8K 0.01%
257
24 25
26
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