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
651
$29.8K 0.01%
600
652
$29.7K 0.01%
128
+18
653
$29.5K 0.01%
777
+18
654
$29.2K 0.01%
212
+2
655
$29.2K 0.01%
154
656
$28.9K 0.01%
1,968
657
$28.9K 0.01%
236
+52
658
$28.6K 0.01%
1,800
659
$28.5K 0.01%
1,057
660
$28.5K 0.01%
500
661
$28.4K 0.01%
856
662
$28.3K 0.01%
+1,116
663
$28.2K 0.01%
340
+50
664
$28K 0.01%
1,220
+48
665
$27.9K 0.01%
518
666
$27.9K 0.01%
1,032
667
$27.8K 0.01%
300
668
$27.4K 0.01%
2,500
669
$27.4K 0.01%
176
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670
$27.3K 0.01%
400
671
$27.3K 0.01%
478
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672
$27.2K 0.01%
326
673
$27.2K 0.01%
963
+63
674
$27.1K 0.01%
542
675
$26.9K 0.01%
468
25 26
27
28 29