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
1076
$4.48K ﹤0.01%
54
1077
$4.47K ﹤0.01%
46
1078
$4.46K ﹤0.01%
+475
1079
$4.43K ﹤0.01%
525
-1,645
1080
$4.42K ﹤0.01%
50
-50
1081
$4.39K ﹤0.01%
200
1082
$4.36K ﹤0.01%
125
-1
1083
$4.32K ﹤0.01%
125
-1
1084
$4.31K ﹤0.01%
300
1085
$4.27K ﹤0.01%
100
1086
$4.27K ﹤0.01%
53
-1
1087
$4.26K ﹤0.01%
105
-3
1088
$4.2K ﹤0.01%
5
1089
$4.19K ﹤0.01%
+45
1090
$4.14K ﹤0.01%
385
1091
$4.14K ﹤0.01%
35
-13
1092
$4.11K ﹤0.01%
481
+413
1093
$4.08K ﹤0.01%
400
1094
$4.07K ﹤0.01%
116
1095
$3.97K ﹤0.01%
30
1096
$3.96K ﹤0.01%
238
-74
1097
$3.92K ﹤0.01%
81
-1
1098
$3.86K ﹤0.01%
80
1099
$3.84K ﹤0.01%
40
1100
$3.74K ﹤0.01%
160
42 43
44
45 46