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
951
$6.83K ﹤0.01%
105
952
$6.72K ﹤0.01%
148
953
$6.71K ﹤0.01%
+118
954
$6.67K ﹤0.01%
101
955
$6.65K ﹤0.01%
1,000
956
$6.64K ﹤0.01%
86
957
$6.62K ﹤0.01%
190
958
$6.61K ﹤0.01%
62
-28
959
$6.59K ﹤0.01%
75
960
$6.52K ﹤0.01%
225
961
$6.5K ﹤0.01%
100
962
$6.47K ﹤0.01%
+29
963
$6.45K ﹤0.01%
111
964
$6.44K ﹤0.01%
104
-109
965
$6.43K ﹤0.01%
168
966
$6.39K ﹤0.01%
200
967
$6.33K ﹤0.01%
51
968
$6.32K ﹤0.01%
126
+92
969
$6.31K ﹤0.01%
110
970
$6.28K ﹤0.01%
230
971
$6.26K ﹤0.01%
382
+218
972
$6.25K ﹤0.01%
100
973
$6.22K ﹤0.01%
65
974
$6.21K ﹤0.01%
+88
975
$6.2K ﹤0.01%
100
37 38
39
40 41