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
$290M
AUM Growth
-$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,489
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$628K
3
+$554K
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$509K
5
IYE icon
iShares US Energy ETF
IYE
+$495K

Top Sells

1
+$989K
2
+$958K
3
+$938K
4
AAPL icon
Apple
AAPL
+$870K
5
AGN
Allergan plc
AGN
+$771K

Sector Composition

1 Energy 13.37%
2 Industrials 11.76%
3 Technology 11.2%
4 Healthcare 11.19%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$10.6K ﹤0.01%
150
827
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235
-100
828
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829
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440
830
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500
831
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242
832
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200
833
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780
834
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144
835
$10.3K ﹤0.01%
+300
836
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500
837
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338
838
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+400
839
$10.1K ﹤0.01%
100
840
$10.1K ﹤0.01%
300
841
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400
842
$10.1K ﹤0.01%
200
-190
843
$10K ﹤0.01%
360
844
$10K ﹤0.01%
450
845
$10K ﹤0.01%
575
-250
846
$9.99K ﹤0.01%
81
847
$9.99K ﹤0.01%
150
-175
848
$9.95K ﹤0.01%
204
849
$9.94K ﹤0.01%
552
-113
850
$9.87K ﹤0.01%
102
32 33
34
35 36