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
$318M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,363
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$1.58M
3
+$724K
4
ALK icon
Alaska Air
ALK
+$636K
5
AOS icon
A.O. Smith
AOS
+$600K

Top Sells

1
+$1.23M
2
+$999K
3
+$840K
4
AAPL icon
Apple
AAPL
+$829K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$677K

Sector Composition

1 Healthcare 15.35%
2 Technology 14.38%
3 Financials 9.98%
4 Consumer Discretionary 9.38%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$17.9K 0.01%
628
752
$17.9K 0.01%
1,617
753
$17.8K 0.01%
340
+34
754
$17.8K 0.01%
12
755
$17.8K 0.01%
400
756
$17.7K 0.01%
154
-3,250
757
$17.5K 0.01%
320
758
$17.4K 0.01%
800
759
$17.4K 0.01%
446
760
$17.3K 0.01%
238
761
$17.2K 0.01%
166
762
$17.1K 0.01%
954
763
$17.1K 0.01%
2,216
764
$17.1K 0.01%
954
765
$17.1K 0.01%
164
766
$17K 0.01%
398
+22
767
$17K 0.01%
302
768
$16.9K 0.01%
468
769
$16.8K 0.01%
154
770
$16.8K 0.01%
950
+140
771
$16.6K 0.01%
590
772
$16.5K 0.01%
286
773
$16.4K 0.01%
86
-58
774
$16.4K 0.01%
1,187
775
$16.4K 0.01%
276
29 30
31
32 33