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
776
$15.7K ﹤0.01%
118
-782
777
$15.6K ﹤0.01%
706
-1,000
778
$15.6K ﹤0.01%
124
+4
779
$15.6K ﹤0.01%
412
780
$15.6K ﹤0.01%
404
781
$15.5K ﹤0.01%
1,350
782
$15.4K ﹤0.01%
168
-26
783
$15.4K ﹤0.01%
1,066
784
$15.4K ﹤0.01%
2,146
785
$15.4K ﹤0.01%
396
-32
786
$15.3K ﹤0.01%
232
787
$15.3K ﹤0.01%
764
788
$15.2K ﹤0.01%
100
-4,846
789
$15.1K ﹤0.01%
120
-10
790
$15K ﹤0.01%
338
791
$14.9K ﹤0.01%
300
+100
792
$14.9K ﹤0.01%
450
-126
793
$14.7K ﹤0.01%
506
794
$14.7K ﹤0.01%
680
-13,626
795
$14.7K ﹤0.01%
400
796
$14.6K ﹤0.01%
104
+78
797
$14.6K ﹤0.01%
376
798
$14.6K ﹤0.01%
2,700
799
$14.5K ﹤0.01%
2,050
800
$14.4K ﹤0.01%
550
30 31
32
33 34