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
726
$20.3K 0.01%
2,500
727
$20.3K 0.01%
800
728
$20.2K 0.01%
104
+22
729
$20.1K 0.01%
500
730
$19.7K 0.01%
154
731
$19.7K 0.01%
134
732
$19.6K 0.01%
284
733
$19.6K 0.01%
166
-74
734
$19.6K 0.01%
350
735
$19.6K 0.01%
420
736
$19.6K 0.01%
1,500
737
$19.5K 0.01%
2,216
738
$19.5K 0.01%
400
739
$19.5K 0.01%
1,261
740
$19.4K 0.01%
+350
741
$19.3K 0.01%
640
742
$19.2K 0.01%
446
743
$19.1K 0.01%
568
744
$19K 0.01%
740
-6,650
745
$19K 0.01%
1,623
746
$19K 0.01%
652
747
$19K 0.01%
100
-3,646
748
$18.9K 0.01%
400
749
$18.9K 0.01%
2,400
750
$18.8K 0.01%
900
28 29
30
31 32