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
726
$21.6K 0.01%
1,456
-7,106
727
$21.6K 0.01%
716
728
$21.6K 0.01%
300
729
$21.5K 0.01%
430
-110
730
$21.3K 0.01%
200
731
$21.3K 0.01%
950
732
$21.1K 0.01%
948
-261
733
$21.1K 0.01%
800
734
$21.1K 0.01%
+1,784
735
$20.8K 0.01%
276
736
$20.8K 0.01%
800
737
$20.8K 0.01%
166
738
$20.7K 0.01%
726
739
$20.6K 0.01%
1,350
740
$20.6K 0.01%
134
741
$20.5K 0.01%
630
-114
742
$20.4K 0.01%
1,674
743
$20.4K 0.01%
830
744
$20.3K 0.01%
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745
$20.3K 0.01%
154
746
$20.2K 0.01%
300
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747
$20.2K 0.01%
178
-90
748
$20K 0.01%
1,276
+114
749
$19.9K 0.01%
400
750
$19.8K 0.01%
326
+30
28 29
30
31 32