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
701
$22.4K 0.01%
700
702
$22.4K 0.01%
518
703
$22.3K 0.01%
608
+578
704
$22.3K 0.01%
424
705
$22.3K 0.01%
816
706
$22.1K 0.01%
726
-1,200
707
$22.1K 0.01%
900
-500
708
$21.9K 0.01%
1,325
709
$21.7K 0.01%
910
710
$21.7K 0.01%
440
+90
711
$21.6K 0.01%
30
-15
712
$21.5K 0.01%
+472
713
$21.4K 0.01%
1,554
714
$21.3K 0.01%
688
-1,230
715
$21.1K 0.01%
450
716
$21.1K 0.01%
162
+36
717
$21K 0.01%
204
718
$20.8K 0.01%
+2,000
719
$20.8K 0.01%
800
720
$20.8K 0.01%
388
+300
721
$20.6K 0.01%
800
722
$20.5K 0.01%
918
+294
723
$20.5K 0.01%
1,140
-2,400
724
$20.4K 0.01%
+2,500
725
$20.3K 0.01%
+240
27 28
29
30 31