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
$352M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,376
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.06M
3
+$818K
4
TWLO icon
Twilio
TWLO
+$731K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$509K

Top Sells

1
+$574K
2
+$570K
3
+$550K
4
UNH icon
UnitedHealth
UNH
+$460K
5
SRE icon
Sempra
SRE
+$438K

Sector Composition

1 Technology 20.93%
2 Healthcare 13.52%
3 Financials 11.41%
4 Consumer Discretionary 8.92%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$18K 0.01%
1,200
+200
702
$18K 0.01%
100
703
$18K 0.01%
146
704
$18K 0.01%
412
705
$18K 0.01%
+500
706
$18K 0.01%
754
707
$18K 0.01%
100
708
$18K 0.01%
772
-50
709
$18K 0.01%
+5,500
710
$16K ﹤0.01%
300
711
$16K ﹤0.01%
1,850
712
$16K ﹤0.01%
130
+30
713
$16K ﹤0.01%
1,094
714
$16K ﹤0.01%
800
715
$16K ﹤0.01%
450
716
$16K ﹤0.01%
172
717
$16K ﹤0.01%
100
718
$16K ﹤0.01%
106
719
$16K ﹤0.01%
306
-304
720
$16K ﹤0.01%
340
721
$16K ﹤0.01%
520
-8
722
$16K ﹤0.01%
564
723
$16K ﹤0.01%
298
724
$16K ﹤0.01%
458
725
$16K ﹤0.01%
+230
27 28
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30 31