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
676
$26.5K 0.01%
508
677
$26.3K 0.01%
1,120
678
$26.2K 0.01%
425
+325
679
$26.1K 0.01%
786
680
$26.1K 0.01%
1,000
-76
681
$26K 0.01%
1,099
682
$25.8K 0.01%
556
+28
683
$25.7K 0.01%
558
684
$25.6K 0.01%
882
685
$25.6K 0.01%
541
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686
$25.5K 0.01%
1,160
687
$25.5K 0.01%
264
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688
$25.4K 0.01%
2,412
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689
$25.4K 0.01%
758
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690
$25.3K 0.01%
468
691
$25.2K 0.01%
1,725
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692
$25.1K 0.01%
1,000
693
$24.9K 0.01%
288
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694
$24.8K 0.01%
774
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695
$24.8K 0.01%
512
696
$24.8K 0.01%
556
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$24.4K 0.01%
+2,500
698
$24.4K 0.01%
1,072
699
$24.3K 0.01%
412
700
$24.3K 0.01%
728
+64
26 27
28
29 30