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
726
$19.8K 0.01%
570
727
$19.7K 0.01%
1,500
728
$19.7K 0.01%
100
729
$19.6K 0.01%
700
+500
730
$19.5K 0.01%
+1,369
731
$19.3K 0.01%
916
-454
732
$19.2K 0.01%
379
-2,697
733
$19.1K 0.01%
658
-244
734
$19.1K 0.01%
1,136
735
$18.7K 0.01%
66
736
$18.7K 0.01%
526
737
$18.6K 0.01%
350
738
$18.5K 0.01%
388
739
$18.5K 0.01%
962
740
$18.4K 0.01%
770
741
$18.2K 0.01%
974
742
$18.2K 0.01%
130
-24
743
$18.2K 0.01%
168
-26
744
$18.2K 0.01%
300
745
$18.1K 0.01%
477
-130
746
$18K 0.01%
814
747
$17.9K 0.01%
324
748
$17.9K 0.01%
288
-168
749
$17.9K 0.01%
1,094
750
$17.9K 0.01%
1,236
28 29
30
31 32