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
$302M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.3M
3
+$979K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$945K
5
IYJ icon
iShares US Industrials ETF
IYJ
+$937K

Top Sells

1
+$702K
2
+$628K
3
+$615K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$589K
5
URI icon
United Rentals
URI
+$574K

Sector Composition

1 Energy 14.16%
2 Healthcare 11.55%
3 Technology 11.37%
4 Industrials 11.05%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$9.91K ﹤0.01%
267
+106
852
$9.85K ﹤0.01%
525
853
$9.78K ﹤0.01%
150
854
$9.77K ﹤0.01%
150
855
$9.69K ﹤0.01%
604
856
$9.58K ﹤0.01%
300
857
$9.56K ﹤0.01%
817
858
$9.54K ﹤0.01%
333
859
$9.54K ﹤0.01%
197
+62
860
$9.52K ﹤0.01%
338
861
$9.52K ﹤0.01%
309
862
$9.44K ﹤0.01%
+285
863
$9.42K ﹤0.01%
40
864
$9.38K ﹤0.01%
146
865
$9.24K ﹤0.01%
190
866
$9.2K ﹤0.01%
866
+308
867
– –
0
868
$9.1K ﹤0.01%
368
869
$9.05K ﹤0.01%
1,000
-48
870
$9.03K ﹤0.01%
630
871
$9.01K ﹤0.01%
150
872
$8.91K ﹤0.01%
75
873
$8.91K ﹤0.01%
350
874
$8.9K ﹤0.01%
386
-514
875
$8.89K ﹤0.01%
80
33 34
35
36 37