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
$349M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,424
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.95M
3
+$1.34M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.26M
5
TJX icon
TJX Companies
TJX
+$1.08M

Top Sells

1
+$4.36M
2
+$2.24M
3
+$811K
4
MDT icon
Medtronic
MDT
+$642K
5
ALK icon
Alaska Air
ALK
+$628K

Sector Composition

1 Technology 15.53%
2 Healthcare 14.95%
3 Financials 9.86%
4 Consumer Discretionary 9.53%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$11.8K ﹤0.01%
258
+2
877
$11.8K ﹤0.01%
550
878
$11.8K ﹤0.01%
1,372
-3
879
$11.8K ﹤0.01%
86
+20
880
$11.6K ﹤0.01%
+250
881
$11.6K ﹤0.01%
+296
882
$11.5K ﹤0.01%
570
-24
883
$11.5K ﹤0.01%
304
884
$11.4K ﹤0.01%
886
885
$11.4K ﹤0.01%
232
-14
886
$11.3K ﹤0.01%
346
887
$11.3K ﹤0.01%
956
-1,149
888
$11.2K ﹤0.01%
176
889
$11.2K ﹤0.01%
828
890
$11.1K ﹤0.01%
1,648
891
$11K ﹤0.01%
86
892
$10.8K ﹤0.01%
+450
893
$10.8K ﹤0.01%
400
-158
894
$10.6K ﹤0.01%
+270
895
$10.6K ﹤0.01%
296
+96
896
$10.5K ﹤0.01%
818
897
$10.4K ﹤0.01%
328
898
$10.4K ﹤0.01%
80
+56
899
$10.3K ﹤0.01%
962
900
$10.3K ﹤0.01%
302
34 35
36
37 38