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
$290M
AUM Growth
-$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,489
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$628K
3
+$554K
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$509K
5
IYE icon
iShares US Energy ETF
IYE
+$495K

Top Sells

1
+$989K
2
+$958K
3
+$938K
4
AAPL icon
Apple
AAPL
+$870K
5
AGN
Allergan plc
AGN
+$771K

Sector Composition

1 Energy 13.37%
2 Industrials 11.76%
3 Technology 11.2%
4 Healthcare 11.19%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$21.4K 0.01%
885
-3,000
652
$21.3K 0.01%
420
653
$21.2K 0.01%
800
654
$21.2K 0.01%
1,440
-350
655
$21.1K 0.01%
114
+66
656
$21.1K 0.01%
630
657
$21K 0.01%
700
658
$20.9K 0.01%
700
659
$20.9K 0.01%
2,500
+1,000
660
$20.9K 0.01%
318
-228
661
$20.8K 0.01%
202
+58
662
$20.8K 0.01%
209
663
$20.8K 0.01%
+800
664
$20.7K 0.01%
1,106
+1
665
$20.6K 0.01%
853
666
$20.5K 0.01%
+800
667
$20.5K 0.01%
2,790
-133
668
$20.4K 0.01%
180
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669
$20.4K 0.01%
5
670
$20.3K 0.01%
332
671
$20.1K 0.01%
195
672
$20.1K 0.01%
700
-6,800
673
$20.1K 0.01%
437
-17
674
$20.1K 0.01%
684
+219
675
$20K 0.01%
400
-4,702
25 26
27
28 29