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
$365M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.31M
3
+$1.57M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.49M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.22M

Top Sells

1
+$3.55M
2
+$1.15M
3
+$670K
4
HDB icon
HDFC Bank
HDB
+$544K
5
BA icon
Boeing
BA
+$491K

Sector Composition

1 Technology 19.43%
2 Healthcare 11.88%
3 Financials 10.92%
4 Consumer Discretionary 8.56%
5 Energy 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$12.1K ﹤0.01%
250
877
$12.1K ﹤0.01%
300
878
$12.1K ﹤0.01%
+59
879
$12K ﹤0.01%
+196
880
$12K ﹤0.01%
350
881
$11.9K ﹤0.01%
94
-2
882
$11.8K ﹤0.01%
114
883
$11.7K ﹤0.01%
+144
884
$11.7K ﹤0.01%
1,165
885
$11.6K ﹤0.01%
259
-13
886
$11.5K ﹤0.01%
954
-550
887
$11.4K ﹤0.01%
350
888
$11.3K ﹤0.01%
104
-2
889
$11.2K ﹤0.01%
254
+26
890
$11.2K ﹤0.01%
102
891
$11.2K ﹤0.01%
125
-1
892
$11.1K ﹤0.01%
282
893
$11K ﹤0.01%
1,000
894
$11K ﹤0.01%
727
-1
895
$11K ﹤0.01%
150
-6
896
$10.9K ﹤0.01%
1,800
897
$10.9K ﹤0.01%
242
898
$10.9K ﹤0.01%
311
-1
899
$10.8K ﹤0.01%
400
900
$10.8K ﹤0.01%
110
34 35
36
37 38