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
$302M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.3M
3
+$979K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$945K
5
IYJ icon
iShares US Industrials ETF
IYJ
+$937K

Top Sells

1
+$702K
2
+$628K
3
+$615K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$589K
5
URI icon
United Rentals
URI
+$574K

Sector Composition

1 Energy 14.16%
2 Healthcare 11.55%
3 Technology 11.37%
4 Industrials 11.05%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$18.3K 0.01%
446
702
$18.2K 0.01%
247
703
$18.1K 0.01%
2,400
-390
704
$18.1K 0.01%
580
705
$18.1K 0.01%
+1,554
706
$17.9K 0.01%
440
707
$17.7K 0.01%
160
+35
708
$17.7K 0.01%
368
709
$17.5K 0.01%
304
710
$17.4K 0.01%
1,080
711
$17.4K 0.01%
1,381
-545
712
$17.4K 0.01%
392
-29
713
$17.3K 0.01%
290
+55
714
$17.3K 0.01%
172
715
$17.2K 0.01%
954
716
$17.2K 0.01%
639
717
$17.2K 0.01%
639
718
$17.2K 0.01%
+1,500
719
$16.9K 0.01%
457
+67
720
$16.8K 0.01%
14
721
$16.7K 0.01%
+1,619
722
$16.7K 0.01%
1,596
723
$16.6K 0.01%
468
724
$16.5K 0.01%
730
-125
725
$16.4K 0.01%
1,100
27 28
29
30 31