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
$302M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.3M
3
+$979K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$945K
5
IYJ icon
iShares US Industrials ETF
IYJ
+$937K

Top Sells

1
+$702K
2
+$628K
3
+$615K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$589K
5
URI icon
United Rentals
URI
+$574K

Sector Composition

1 Energy 14.16%
2 Healthcare 11.55%
3 Technology 11.37%
4 Industrials 11.05%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$8.06K ﹤0.01%
182
902
$8.06K ﹤0.01%
111
903
$8.01K ﹤0.01%
+82
904
$8K ﹤0.01%
185
905
$8K ﹤0.01%
326
906
$7.98K ﹤0.01%
80
907
$7.96K ﹤0.01%
128
+51
908
$7.96K ﹤0.01%
+27
909
$7.94K ﹤0.01%
100
910
$7.92K ﹤0.01%
312
-48
911
$7.88K ﹤0.01%
104
912
$7.84K ﹤0.01%
98
913
$7.83K ﹤0.01%
111
914
$7.82K ﹤0.01%
101
+35
915
$7.81K ﹤0.01%
53
+8
916
$7.77K ﹤0.01%
116
917
$7.73K ﹤0.01%
483
918
$7.72K ﹤0.01%
134
919
$7.72K ﹤0.01%
400
920
$7.69K ﹤0.01%
160
921
$7.67K ﹤0.01%
202
922
$7.63K ﹤0.01%
146
923
$7.62K ﹤0.01%
128
+61
924
$7.57K ﹤0.01%
125
925
$7.53K ﹤0.01%
500
35 36
37
38 39