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
$351M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,476
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.6M
3
+$2.43M
4
IYF icon
iShares US Financials ETF
IYF
+$1.92M
5
UNP icon
Union Pacific
UNP
+$976K

Top Sells

1
+$2.49M
2
+$1.17M
3
+$1.09M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.08M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.01M

Sector Composition

1 Healthcare 13.78%
2 Technology 13.41%
3 Energy 11.55%
4 Industrials 9.94%
5 Financials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$13.2K ﹤0.01%
900
827
$13.2K ﹤0.01%
1,000
-8,000
828
$13.1K ﹤0.01%
254
-14
829
$12.9K ﹤0.01%
886
830
$12.9K ﹤0.01%
700
831
$12.7K ﹤0.01%
1,100
832
$12.7K ﹤0.01%
328
+168
833
$12.7K ﹤0.01%
446
834
$12.7K ﹤0.01%
426
+30
835
$12.6K ﹤0.01%
261
836
$12.6K ﹤0.01%
100
837
$12.6K ﹤0.01%
140
-44
838
$12.6K ﹤0.01%
930
839
$12.6K ﹤0.01%
600
-4,198
840
$12.5K ﹤0.01%
506
+6
841
$12.5K ﹤0.01%
330
-120
842
$12.5K ﹤0.01%
400
843
$12.4K ﹤0.01%
1,648
844
$12.4K ﹤0.01%
400
845
$12.4K ﹤0.01%
334
846
$12.3K ﹤0.01%
500
847
$12.2K ﹤0.01%
600
848
$12.1K ﹤0.01%
320
-104
849
$12K ﹤0.01%
204
850
$12K ﹤0.01%
406
+64
32 33
34
35 36