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
826
$12.6K ﹤0.01%
238
827
$12.6K ﹤0.01%
210
-88
828
$12.5K ﹤0.01%
+300
829
$12.4K ﹤0.01%
250
830
$12.4K ﹤0.01%
690
831
$12.3K ﹤0.01%
200
-376
832
$12.2K ﹤0.01%
234
833
$12.2K ﹤0.01%
600
834
$12.2K ﹤0.01%
380
-112
835
$12.2K ﹤0.01%
1,175
836
$12.2K ﹤0.01%
2,500
837
$12.1K ﹤0.01%
246
-8,224
838
$12.1K ﹤0.01%
390
839
$11.9K ﹤0.01%
800
840
$11.8K ﹤0.01%
70
-24
841
$11.8K ﹤0.01%
+128
842
$11.7K ﹤0.01%
216
843
$11.7K ﹤0.01%
2,430
844
$11.6K ﹤0.01%
202
+4
845
$11.6K ﹤0.01%
106
-44
846
$11.6K ﹤0.01%
728
847
$11.5K ﹤0.01%
422
848
$11.4K ﹤0.01%
106
849
$11.4K ﹤0.01%
176
850
$11.4K ﹤0.01%
360
32 33
34
35 36