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
$318M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,363
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$1.58M
3
+$724K
4
ALK icon
Alaska Air
ALK
+$636K
5
AOS icon
A.O. Smith
AOS
+$600K

Top Sells

1
+$1.23M
2
+$999K
3
+$840K
4
AAPL icon
Apple
AAPL
+$829K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$677K

Sector Composition

1 Healthcare 15.35%
2 Technology 14.38%
3 Financials 9.98%
4 Consumer Discretionary 9.38%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$7.51K ﹤0.01%
140
952
$7.49K ﹤0.01%
172
953
$7.47K ﹤0.01%
150
954
$7.45K ﹤0.01%
112
955
$7.44K ﹤0.01%
200
956
$7.38K ﹤0.01%
338
957
$7.32K ﹤0.01%
214
958
$7.3K ﹤0.01%
324
959
$7.27K ﹤0.01%
5
960
$7.2K ﹤0.01%
350
961
$7.18K ﹤0.01%
240
962
$7.07K ﹤0.01%
316
963
$6.97K ﹤0.01%
100
964
$6.9K ﹤0.01%
100
965
$6.84K ﹤0.01%
300
966
$6.78K ﹤0.01%
500
967
$6.78K ﹤0.01%
157
-150
968
$6.75K ﹤0.01%
64
969
$6.74K ﹤0.01%
206
970
$6.65K ﹤0.01%
160
971
$6.56K ﹤0.01%
+50
972
$6.53K ﹤0.01%
300
973
$6.48K ﹤0.01%
500
974
$6.47K ﹤0.01%
1,000
975
$6.39K ﹤0.01%
352
37 38
39
40 41