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
876
$10.2K ﹤0.01%
228
-46
877
$10.1K ﹤0.01%
612
878
$10.1K ﹤0.01%
200
879
$10.1K ﹤0.01%
400
880
$10K ﹤0.01%
15
881
$9.93K ﹤0.01%
44
+2
882
$9.84K ﹤0.01%
+196
883
$9.83K ﹤0.01%
350
-961
884
$9.8K ﹤0.01%
842
885
$9.76K ﹤0.01%
340
-152
886
$9.67K ﹤0.01%
102
887
$9.65K ﹤0.01%
200
-96
888
$9.62K ﹤0.01%
262
-24
889
$9.57K ﹤0.01%
310
890
$9.5K ﹤0.01%
+86
891
$9.47K ﹤0.01%
180
892
$9.44K ﹤0.01%
+200
893
$9.43K ﹤0.01%
310
894
$9.43K ﹤0.01%
128
-38
895
$9.43K ﹤0.01%
500
896
$9.34K ﹤0.01%
100
897
$9.31K ﹤0.01%
1,252
-120
898
$9.3K ﹤0.01%
222
-358
899
$9.3K ﹤0.01%
84
-94
900
$9.22K ﹤0.01%
400
34 35
36
37 38