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
851
$11.3K ﹤0.01%
282
852
$11.3K ﹤0.01%
248
-293
853
$11.2K ﹤0.01%
112
854
$11.2K ﹤0.01%
1,816
855
$11.1K ﹤0.01%
962
856
$11.1K ﹤0.01%
1,000
857
$11.1K ﹤0.01%
216
-24
858
$11K ﹤0.01%
2,250
859
$11K ﹤0.01%
142
-14
860
$10.9K ﹤0.01%
204
861
$10.9K ﹤0.01%
364
862
$10.9K ﹤0.01%
+500
863
$10.7K ﹤0.01%
13
864
$10.7K ﹤0.01%
106
865
$10.6K ﹤0.01%
150
-1,220
866
$10.6K ﹤0.01%
114
867
$10.6K ﹤0.01%
+300
868
$10.5K ﹤0.01%
302
-38
869
$10.5K ﹤0.01%
100
-12
870
$10.5K ﹤0.01%
242
871
$10.4K ﹤0.01%
250
-380
872
$10.3K ﹤0.01%
400
873
$10.3K ﹤0.01%
150
-5,126
874
$10.2K ﹤0.01%
312
+38
875
$10.2K ﹤0.01%
268
-250
33 34
35
36 37