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
751
$19.7K 0.01%
438
752
$19.6K 0.01%
182
+60
753
$19.6K 0.01%
1,022
-16
754
$19.5K 0.01%
278
+42
755
$19.5K 0.01%
646
756
$19.3K 0.01%
420
757
$19.1K 0.01%
446
758
$18.9K 0.01%
286
759
$18.8K 0.01%
554
+314
760
$18.8K 0.01%
2,216
761
$18.8K 0.01%
800
762
$18.7K 0.01%
468
763
$18.7K 0.01%
2,376
+228
764
$18.7K 0.01%
158
+4
765
$18.5K 0.01%
4,806
766
$18.4K 0.01%
238
767
$18.3K 0.01%
94
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$18.1K 0.01%
1,850
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769
$18K 0.01%
1,042
-139
770
$17.9K 0.01%
1,617
771
$17.9K 0.01%
954
772
$17.9K 0.01%
14
-2
773
$17.9K 0.01%
+446
774
$17.8K 0.01%
280
-33
775
$17.7K 0.01%
590
29 30
31
32 33