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
776
$16.6K ﹤0.01%
1,192
777
$16.6K ﹤0.01%
1,826
-5,700
778
$16.6K ﹤0.01%
238
779
$16.6K ﹤0.01%
5
780
$16.6K ﹤0.01%
458
-516
781
$16.2K ﹤0.01%
144
+40
782
$16.2K ﹤0.01%
676
783
$16.1K ﹤0.01%
320
784
$16.1K ﹤0.01%
146
785
$16.1K ﹤0.01%
528
786
$16K ﹤0.01%
14
787
$15.9K ﹤0.01%
340
788
$15.9K ﹤0.01%
550
-2,270
789
$15.8K ﹤0.01%
1,596
790
$15.8K ﹤0.01%
154
791
$15.8K ﹤0.01%
376
-1,000
792
$15.6K ﹤0.01%
+500
793
$15.6K ﹤0.01%
1,032
794
$15.6K ﹤0.01%
750
795
$15.4K ﹤0.01%
250
796
$15.3K ﹤0.01%
1,100
797
$15.1K ﹤0.01%
200
798
$15K ﹤0.01%
1,066
799
$14.9K ﹤0.01%
2,050
800
$14.9K ﹤0.01%
580
30 31
32
33 34