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
$309M
AUM Growth
-$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1 +$1M
2 +$644K
3 +$499K
4
PNC icon
PNC Financial Services
PNC
+$485K
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$480K

Top Sells

1 +$1.52M
2 +$1.18M
3 +$712K
4
PYPL icon
PayPal
PYPL
+$494K
5
CBOE icon
Cboe Global Markets
CBOE
+$485K

Sector Composition

1 Technology 21.78%
2 Financials 13.27%
3 Healthcare 13.05%
4 Consumer Discretionary 9.81%
5 Energy 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$6.42K ﹤0.01%
300
877
$6.35K ﹤0.01%
250
878
$6.3K ﹤0.01%
100
879
$6.24K ﹤0.01%
78
880
$6.11K ﹤0.01%
100
881
$6.09K ﹤0.01%
146
882
$5.98K ﹤0.01%
612
883
$5.97K ﹤0.01%
100
884
$5.92K ﹤0.01%
148
885
$5.9K ﹤0.01%
80
886
$5.81K ﹤0.01%
576
887
$5.8K ﹤0.01%
206
888
$5.8K ﹤0.01%
100
889
$5.78K ﹤0.01%
100
890
$5.74K ﹤0.01%
96
891
$5.64K ﹤0.01%
110
892
$5.58K ﹤0.01%
+190
893
$5.56K ﹤0.01%
104
894
$5.55K ﹤0.01%
76
895
$5.49K ﹤0.01%
184
896
$5.48K ﹤0.01%
128
897
$5.47K ﹤0.01%
112
898
$5.4K ﹤0.01%
180
899
$5.4K ﹤0.01%
60
900
$5.32K ﹤0.01%
550