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
701
$24.2K 0.01%
1,618
702
$24.1K 0.01%
1,426
703
$24.1K 0.01%
262
+164
704
$23.8K 0.01%
1,260
-750
705
$23.7K 0.01%
1,000
706
$23.6K 0.01%
939
+458
707
$23.6K 0.01%
524
+32
708
$23.6K 0.01%
384
-8
709
$23.5K 0.01%
104
710
$23.3K 0.01%
1,100
+300
711
$23.2K 0.01%
492
712
$23.1K 0.01%
774
713
$23.1K 0.01%
316
+50
714
$23.1K 0.01%
1,700
715
$23.1K 0.01%
580
716
$22.6K 0.01%
482
+48
717
$22.4K 0.01%
246
+146
718
$22.2K 0.01%
260
-114
719
$22.2K 0.01%
1,000
720
$22.1K 0.01%
276
-7,824
721
$22K 0.01%
500
722
$22K 0.01%
1,926
+126
723
$21.9K 0.01%
910
724
$21.7K 0.01%
880
725
$21.6K 0.01%
608
27 28
29
30 31