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
801
$15.7K ﹤0.01%
+310
802
$15.7K ﹤0.01%
706
803
$15.6K ﹤0.01%
740
-672
804
$15.5K ﹤0.01%
450
805
$15.5K ﹤0.01%
620
806
$15.5K ﹤0.01%
276
807
$15.4K ﹤0.01%
138
808
$15.4K ﹤0.01%
1,066
809
$15.2K ﹤0.01%
235
+4
810
$15.1K ﹤0.01%
900
811
$15.1K ﹤0.01%
2,050
812
$15K ﹤0.01%
460
+2
813
$14.8K ﹤0.01%
154
814
$14.8K ﹤0.01%
1,136
815
$14.8K ﹤0.01%
878
816
$14.8K ﹤0.01%
106
817
$14.7K ﹤0.01%
388
818
$14.7K ﹤0.01%
559
819
$14.6K ﹤0.01%
402
+16
820
$14.6K ﹤0.01%
360
-40
821
$14.5K ﹤0.01%
500
-404
822
$14.5K ﹤0.01%
+1,645
823
$14.4K ﹤0.01%
706
824
$14.4K ﹤0.01%
1,182
-5
825
$14.3K ﹤0.01%
800
31 32
33
34 35