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
751
$17.7K 0.01%
800
-124
752
$17.7K 0.01%
900
753
$17.6K 0.01%
350
+26
754
$17.3K 0.01%
1,142
755
$17.2K 0.01%
1,446
756
$17.1K 0.01%
976
+200
757
$17K 0.01%
336
-80
758
$16.9K 0.01%
354
759
$16.9K 0.01%
1,020
760
$16.9K 0.01%
500
761
$16.8K 0.01%
216
-84
762
$16.8K 0.01%
174
-46
763
$16.8K 0.01%
76
764
$16.7K 0.01%
370
+4
765
$16.6K 0.01%
304
766
$16.5K 0.01%
706
767
$16.5K 0.01%
200
768
$16.5K 0.01%
122
769
$16.4K 0.01%
198
-12
770
$16.3K 0.01%
204
-6,624
771
$16.2K 0.01%
450
+300
772
$16.1K ﹤0.01%
700
+250
773
$16K ﹤0.01%
1,600
774
$16K ﹤0.01%
486
775
$15.9K ﹤0.01%
486
+300
29 30
31
32 33