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
$349M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,424
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.95M
3
+$1.34M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.26M
5
TJX icon
TJX Companies
TJX
+$1.08M

Top Sells

1
+$4.36M
2
+$2.24M
3
+$811K
4
MDT icon
Medtronic
MDT
+$642K
5
ALK icon
Alaska Air
ALK
+$628K

Sector Composition

1 Technology 15.53%
2 Healthcare 14.95%
3 Financials 9.86%
4 Consumer Discretionary 9.53%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$8.24K ﹤0.01%
440
952
$8.15K ﹤0.01%
100
953
$8.13K ﹤0.01%
+650
954
$8.08K ﹤0.01%
328
-300
955
$8.07K ﹤0.01%
78
956
$8.07K ﹤0.01%
650
957
$8.05K ﹤0.01%
300
958
$8.04K ﹤0.01%
324
959
$8.04K ﹤0.01%
+200
960
$8.03K ﹤0.01%
266
961
$7.99K ﹤0.01%
338
962
$7.94K ﹤0.01%
15
963
$7.91K ﹤0.01%
110
964
$7.82K ﹤0.01%
300
-400
965
$7.75K ﹤0.01%
250
966
$7.73K ﹤0.01%
440
967
$7.67K ﹤0.01%
370
-366
968
$7.66K ﹤0.01%
100
969
$7.65K ﹤0.01%
+300
970
$7.62K ﹤0.01%
+76
971
$7.62K ﹤0.01%
112
972
$7.61K ﹤0.01%
172
973
$7.46K ﹤0.01%
214
974
$7.35K ﹤0.01%
100
975
$7.32K ﹤0.01%
302
37 38
39
40 41