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
$353M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,343
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.54M
3
+$1.54M
4
AAPL icon
Apple
AAPL
+$829K
5
CNC icon
Centene
CNC
+$739K

Top Sells

1
+$2.6M
2
+$1.93M
3
+$1.93M
4
IYF icon
iShares US Financials ETF
IYF
+$1.92M
5
ROC
ROCKWOOD HLDGS INC
ROC
+$1.76M

Sector Composition

1 Healthcare 14.82%
2 Technology 13.94%
3 Energy 10.23%
4 Industrials 10.12%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$8.41K ﹤0.01%
1,000
927
$8.4K ﹤0.01%
100
928
$8.37K ﹤0.01%
100
929
$8.35K ﹤0.01%
112
930
$8.29K ﹤0.01%
110
931
$8.21K ﹤0.01%
128
932
$8.19K ﹤0.01%
106
933
$8.18K ﹤0.01%
866
934
$8.13K ﹤0.01%
140
935
$8.13K ﹤0.01%
172
936
$8.06K ﹤0.01%
200
-600
937
$8.03K ﹤0.01%
80
938
$8.01K ﹤0.01%
500
939
$8.01K ﹤0.01%
172
-82
940
$7.96K ﹤0.01%
190
941
$7.95K ﹤0.01%
842
942
$7.94K ﹤0.01%
54
943
$7.83K ﹤0.01%
204
-4,076
944
$7.8K ﹤0.01%
340
945
$7.75K ﹤0.01%
466
946
$7.72K ﹤0.01%
160
947
$7.69K ﹤0.01%
200
948
$7.59K ﹤0.01%
+500
949
$7.57K ﹤0.01%
474
950
$7.46K ﹤0.01%
300
-600
36 37
38
39 40