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
676
$28.9K 0.01%
1,055
-5
677
$28.8K 0.01%
+800
678
$28.8K 0.01%
2,962
679
$28.5K 0.01%
440
+242
680
$28.4K 0.01%
646
681
$28.3K 0.01%
1,200
-2,400
682
$28.3K 0.01%
478
-122
683
$28.3K 0.01%
909
-1
684
$28.1K 0.01%
200
685
$28K 0.01%
437
-1
686
$27.9K 0.01%
800
687
$27.8K 0.01%
700
688
$27.8K 0.01%
231
-109
689
$27.8K 0.01%
1,000
690
$27.3K 0.01%
1,810
691
$27.3K 0.01%
800
692
$27.3K 0.01%
630
-200
693
$26.7K 0.01%
3,550
694
$26.5K 0.01%
157
-1
695
$26.3K 0.01%
1,017
-1
696
$26.2K 0.01%
446
697
$26.1K 0.01%
1,733
698
$26K 0.01%
204
699
$25.9K 0.01%
810
-48
700
$25.8K 0.01%
950
26 27
28
29 30