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
$365M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.31M
3
+$1.57M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.49M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.22M

Top Sells

1
+$3.55M
2
+$1.15M
3
+$670K
4
HDB icon
HDFC Bank
HDB
+$544K
5
BA icon
Boeing
BA
+$491K

Sector Composition

1 Technology 19.43%
2 Healthcare 11.88%
3 Financials 10.92%
4 Consumer Discretionary 8.56%
5 Energy 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$8.5K ﹤0.01%
108
952
$8.35K ﹤0.01%
164
+80
953
$8.31K ﹤0.01%
150
954
$8.27K ﹤0.01%
102
955
$8.27K ﹤0.01%
+150
956
$8.26K ﹤0.01%
51
-301
957
$8.25K ﹤0.01%
210
-52
958
$8.24K ﹤0.01%
+100
959
$8.17K ﹤0.01%
558
960
$8.11K ﹤0.01%
61
-1
961
$8.11K ﹤0.01%
100
962
$8.1K ﹤0.01%
300
963
$8.04K ﹤0.01%
575
-2
964
$7.93K ﹤0.01%
110
965
$7.92K ﹤0.01%
205
-1
966
$7.91K ﹤0.01%
168
967
$7.91K ﹤0.01%
260
-4
968
$7.83K ﹤0.01%
1,648
969
$7.79K ﹤0.01%
327
-3
970
$7.73K ﹤0.01%
497
-1,101
971
$7.73K ﹤0.01%
100
972
$7.63K ﹤0.01%
89
-1
973
$7.62K ﹤0.01%
1,000
974
$7.61K ﹤0.01%
105
+65
975
$7.56K ﹤0.01%
400
37 38
39
40 41