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
776
$17.6K 0.01%
954
777
$17.6K 0.01%
320
778
$17.6K 0.01%
2,700
+200
779
$17.4K 0.01%
404
-240
780
$17.3K 0.01%
526
781
$17.3K 0.01%
716
782
$17.3K 0.01%
400
783
$17.3K ﹤0.01%
302
784
$17.1K ﹤0.01%
326
+36
785
$17K ﹤0.01%
186
786
$17K ﹤0.01%
468
787
$16.9K ﹤0.01%
864
788
$16.8K ﹤0.01%
2,400
789
$16.7K ﹤0.01%
3,750
-500
790
$16.7K ﹤0.01%
164
791
$16.6K ﹤0.01%
13
792
$16.4K ﹤0.01%
154
793
$16.3K ﹤0.01%
400
794
$16.3K ﹤0.01%
407
795
$16.2K ﹤0.01%
1,450
796
$16.2K ﹤0.01%
770
-256
797
$16.2K ﹤0.01%
1,750
798
$16K ﹤0.01%
200
799
$15.8K ﹤0.01%
480
-400
800
$15.8K ﹤0.01%
1,310
30 31
32
33 34