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
$325M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,355
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$758K
3
+$665K
4
YUMC icon
Yum China
YUMC
+$664K
5
SNCR icon
Synchronoss Technologies
SNCR
+$548K

Top Sells

1
+$1.2M
2
+$1.16M
3
+$1.12M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$972K
5
AAPL icon
Apple
AAPL
+$897K

Sector Composition

1 Technology 16.58%
2 Healthcare 12.59%
3 Financials 10.96%
4 Energy 9.37%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$7.42K ﹤0.01%
78
952
$7.41K ﹤0.01%
300
953
$7.34K ﹤0.01%
150
954
$7.34K ﹤0.01%
328
955
$7.32K ﹤0.01%
330
956
$7.21K ﹤0.01%
100
957
$7.2K ﹤0.01%
200
958
$7.19K ﹤0.01%
120
+40
959
$7.12K ﹤0.01%
236
960
$7.09K ﹤0.01%
350
961
$7.06K ﹤0.01%
+500
962
$6.99K ﹤0.01%
264
963
$6.98K ﹤0.01%
206
964
$6.91K ﹤0.01%
252
965
$6.81K ﹤0.01%
368
-20
966
$6.8K ﹤0.01%
62
-110
967
$6.79K ﹤0.01%
80
968
$6.77K ﹤0.01%
577
-1,015
969
$6.74K ﹤0.01%
266
970
$6.74K ﹤0.01%
100
971
$6.74K ﹤0.01%
94
972
$6.73K ﹤0.01%
100
973
$6.71K ﹤0.01%
338
974
$6.65K ﹤0.01%
200
975
$6.62K ﹤0.01%
840
37 38
39
40 41