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
651
$32.5K 0.01%
1,146
+446
652
$32.3K 0.01%
990
653
$32.1K 0.01%
411
-1
654
$31.8K 0.01%
2,000
+500
655
$31.7K 0.01%
1,115
-1
656
$31.5K 0.01%
750
+598
657
$31.5K 0.01%
3,250
658
$31.4K 0.01%
1,758
659
$31.4K 0.01%
500
-40
660
$31.3K 0.01%
215
-1
661
$31.2K 0.01%
410
662
$31K 0.01%
636
-112
663
$31K 0.01%
800
664
$30.8K 0.01%
1,223
-1
665
$30.8K 0.01%
250
666
$30.7K 0.01%
600
667
$30.6K 0.01%
1,400
-10,476
668
$30.4K 0.01%
+631
669
$30.3K 0.01%
109
-1
670
$30.3K 0.01%
1,425
-1
671
$30.3K 0.01%
+31
672
$29.9K 0.01%
2,325
+449
673
$29.8K 0.01%
937
674
$29.5K 0.01%
1,009
+711
675
$28.9K 0.01%
460
25 26
27
28 29