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
676
$20K 0.01%
1,744
677
$19.8K 0.01%
+1,105
678
$19.7K 0.01%
7,434
679
$19.7K 0.01%
582
680
$19.6K 0.01%
1,407
+10
681
$19.6K 0.01%
241
+36
682
$19.6K 0.01%
400
683
$19.2K 0.01%
750
684
$19.1K 0.01%
440
685
$19.1K 0.01%
+341
686
$19K 0.01%
530
-150
687
$18.9K 0.01%
2,000
-1,400
688
$18.9K 0.01%
800
-192
689
$18.6K 0.01%
651
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690
$18.5K 0.01%
74
691
$18.4K 0.01%
1,268
692
$18.4K 0.01%
800
-13
693
$18.3K 0.01%
153
694
$18.3K 0.01%
400
695
$18.3K 0.01%
270
696
$18.2K 0.01%
258
697
$18.2K 0.01%
400
698
$18.2K 0.01%
446
699
$18K 0.01%
420
700
$18K 0.01%
19
+11
26 27
28
29 30