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
751
$18.7K 0.01%
396
+2
752
$18.4K 0.01%
676
753
$18.4K 0.01%
716
-8
754
$18.4K 0.01%
342
+261
755
$18.3K 0.01%
264
756
$17.9K 0.01%
332
757
$17.9K 0.01%
1,400
+250
758
$17.9K 0.01%
804
-340
759
$17.9K 0.01%
396
760
$17.9K 0.01%
468
761
$17.8K 0.01%
954
762
$17.6K 0.01%
1,750
763
$17.5K 0.01%
248
764
$17.3K ﹤0.01%
1,650
765
$17.3K ﹤0.01%
+316
766
$17.2K ﹤0.01%
400
767
$17.2K ﹤0.01%
106
768
$17.1K ﹤0.01%
320
769
$17.1K ﹤0.01%
+164
770
$17.1K ﹤0.01%
646
771
$17K ﹤0.01%
388
-52
772
$16.9K ﹤0.01%
354
773
$16.8K ﹤0.01%
242
774
$16.8K ﹤0.01%
590
775
$16.7K ﹤0.01%
236
-474
29 30
31
32 33