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
1051
$4.17K ﹤0.01%
54
1052
$4.16K ﹤0.01%
150
1053
$4.1K ﹤0.01%
+116
1054
$4.1K ﹤0.01%
46
1055
$4.07K ﹤0.01%
138
-10
1056
$4.03K ﹤0.01%
219
1057
$4.02K ﹤0.01%
500
+100
1058
$4.01K ﹤0.01%
54
1059
$3.99K ﹤0.01%
80
1060
$3.92K ﹤0.01%
126
-100
1061
$3.89K ﹤0.01%
182
1062
$3.87K ﹤0.01%
24
1063
$3.81K ﹤0.01%
78
1064
$3.79K ﹤0.01%
114
1065
$3.79K ﹤0.01%
6
1066
$3.78K ﹤0.01%
+100
1067
$3.76K ﹤0.01%
160
1068
$3.73K ﹤0.01%
82
1069
$3.71K ﹤0.01%
84
-80
1070
$3.69K ﹤0.01%
100
+54
1071
$3.68K ﹤0.01%
40
1072
$3.68K ﹤0.01%
+30
1073
$3.64K ﹤0.01%
38
1074
$3.63K ﹤0.01%
5
1075
$3.58K ﹤0.01%
78
41 42
43
44 45