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
$325M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,355
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$758K
3
+$665K
4
YUMC icon
Yum China
YUMC
+$664K
5
SNCR icon
Synchronoss Technologies
SNCR
+$548K

Top Sells

1
+$1.2M
2
+$1.16M
3
+$1.12M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$972K
5
AAPL icon
Apple
AAPL
+$897K

Sector Composition

1 Technology 16.58%
2 Healthcare 12.59%
3 Financials 10.96%
4 Energy 9.37%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$22.4K 0.01%
1,733
702
$22.2K 0.01%
424
703
$22.1K 0.01%
1,645
704
$21.9K 0.01%
400
705
$21.9K 0.01%
1,136
+600
706
$21.4K 0.01%
910
707
$21.2K 0.01%
1,900
-1,000
708
$21K 0.01%
164
+48
709
$20.9K 0.01%
400
710
$20.9K 0.01%
26
711
$20.9K 0.01%
400
712
$20.5K 0.01%
716
713
$20.5K 0.01%
420
714
$20.4K 0.01%
1,674
715
$20.4K 0.01%
430
716
$20.4K 0.01%
82
-22
717
$20.3K 0.01%
590
718
$20.3K 0.01%
500
-300
719
$20.3K 0.01%
800
720
$20.2K 0.01%
400
721
$20.2K 0.01%
410
-300
722
$20.1K 0.01%
200
723
$19.9K 0.01%
400
-1,416
724
$19.9K 0.01%
1,836
-14
725
$19.8K 0.01%
1,504
27 28
29
30 31