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
976
$7.52K ﹤0.01%
250
-2
977
$7.5K ﹤0.01%
531
-122
978
$7.49K ﹤0.01%
124
979
$7.44K ﹤0.01%
100
980
$7.4K ﹤0.01%
58
981
$7.39K ﹤0.01%
1,000
982
$7.39K ﹤0.01%
376
+8
983
$7.34K ﹤0.01%
75
-3
984
$7.32K ﹤0.01%
300
985
$7.22K ﹤0.01%
290
986
$7.19K ﹤0.01%
327
-1
987
$7.19K ﹤0.01%
550
988
$7.12K ﹤0.01%
300
989
$7.07K ﹤0.01%
850
-50
990
$6.99K ﹤0.01%
77
-1
991
$6.95K ﹤0.01%
200
992
$6.94K ﹤0.01%
+100
993
$6.92K ﹤0.01%
+500
994
$6.89K ﹤0.01%
75
-1
995
$6.87K ﹤0.01%
106
-100
996
$6.86K ﹤0.01%
235
-1
997
$6.83K ﹤0.01%
100
998
$6.79K ﹤0.01%
248
999
$6.77K ﹤0.01%
+125
1000
$6.72K ﹤0.01%
358
38 39
40
41 42