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
651
$29.1K 0.01%
200
652
$29.1K 0.01%
400
-800
653
$28.9K 0.01%
1,167
-377
654
$28.3K 0.01%
238
655
$27.9K 0.01%
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-520
656
$27.8K 0.01%
6,000
-1,232
657
$27.4K 0.01%
9
-68
658
$27.4K 0.01%
350
659
$27.3K 0.01%
400
660
$27K 0.01%
480
661
$26.9K 0.01%
412
+300
662
$26.9K 0.01%
1,772
663
$26.9K 0.01%
1,156
+34
664
$26.7K 0.01%
560
665
$26.6K 0.01%
954
666
$26.5K 0.01%
1,800
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667
$26.4K 0.01%
628
668
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669
$26.3K 0.01%
1,026
670
$26.3K 0.01%
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671
$25.9K 0.01%
352
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$25.9K 0.01%
300
673
$25.8K 0.01%
314
-100
674
$25.8K 0.01%
384
675
$25.7K 0.01%
2,079
25 26
27
28 29