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
676
$25.5K 0.01%
120
+80
677
$25.5K 0.01%
1,148
+6
678
$25.1K 0.01%
216
-124
679
$24.9K 0.01%
1,200
680
$24.5K 0.01%
+956
681
$24.5K 0.01%
620
682
$24.4K 0.01%
1,250
-10
683
$24.3K 0.01%
1,278
+750
684
$24.1K 0.01%
350
685
$24K 0.01%
+1,000
686
$24K 0.01%
1,800
687
$23.8K 0.01%
2,500
688
$23.8K 0.01%
1,000
689
$23.6K 0.01%
950
690
$23.6K 0.01%
800
691
$23.5K 0.01%
1,744
692
$23.5K 0.01%
538
693
$23.4K 0.01%
245
-508
694
$23.4K 0.01%
+342
695
$23.4K 0.01%
670
696
$23.2K 0.01%
344
+44
697
$23.1K 0.01%
576
698
$22.7K 0.01%
438
699
$22.6K 0.01%
+830
700
$22.6K 0.01%
198
-144
26 27
28
29 30