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
$352M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,376
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.06M
3
+$818K
4
TWLO icon
Twilio
TWLO
+$731K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$509K

Top Sells

1
+$574K
2
+$570K
3
+$550K
4
UNH icon
UnitedHealth
UNH
+$460K
5
SRE icon
Sempra
SRE
+$438K

Sector Composition

1 Technology 20.93%
2 Healthcare 13.52%
3 Financials 11.41%
4 Consumer Discretionary 8.92%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$12K ﹤0.01%
100
777
$12K ﹤0.01%
302
+22
778
$12K ﹤0.01%
208
779
$12K ﹤0.01%
600
780
$12K ﹤0.01%
176
781
$12K ﹤0.01%
600
-800
782
$12K ﹤0.01%
254
-44
783
$12K ﹤0.01%
342
784
$12K ﹤0.01%
316
-184
785
$12K ﹤0.01%
264
786
$12K ﹤0.01%
80
787
$12K ﹤0.01%
86
-50
788
$12K ﹤0.01%
150
789
$12K ﹤0.01%
350
+114
790
$12K ﹤0.01%
500
791
$12K ﹤0.01%
558
+358
792
$12K ﹤0.01%
4,320
+2,010
793
$12K ﹤0.01%
400
794
$12K ﹤0.01%
+140
795
$12K ﹤0.01%
176
796
$12K ﹤0.01%
+180
797
$12K ﹤0.01%
98
798
$12K ﹤0.01%
296
799
$10K ﹤0.01%
100
800
$10K ﹤0.01%
400
30 31
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