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
701
$17.8K 0.01%
1,261
+437
702
$17.8K 0.01%
160
+54
703
$17.6K 0.01%
537
-45
704
$17.5K 0.01%
250
-175
705
$17.5K 0.01%
639
-104
706
$17.4K 0.01%
421
-38
707
$17.4K 0.01%
2,000
708
$17.3K 0.01%
650
709
$17.2K 0.01%
954
710
$16.8K 0.01%
400
711
$16.7K 0.01%
500
-4,201
712
$16.7K 0.01%
400
-6,855
713
$16.7K 0.01%
14
-16
714
$16.6K 0.01%
235
715
$16.6K 0.01%
247
+93
716
$16.5K 0.01%
304
717
$16.2K 0.01%
107
718
$16.1K 0.01%
457
-20
719
$16.1K 0.01%
855
-8,995
720
$16.1K 0.01%
440
721
$16K 0.01%
1,100
722
$16K 0.01%
590
+190
723
$15.9K 0.01%
368
+56
724
$15.8K 0.01%
1,648
725
$15.8K 0.01%
580
+221
27 28
29
30 31