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
$352M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,376
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.06M
3
+$818K
4
TWLO icon
Twilio
TWLO
+$731K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$509K

Top Sells

1
+$574K
2
+$570K
3
+$550K
4
UNH icon
UnitedHealth
UNH
+$460K
5
SRE icon
Sempra
SRE
+$438K

Sector Composition

1 Technology 20.93%
2 Healthcare 13.52%
3 Financials 11.41%
4 Consumer Discretionary 8.92%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$2K ﹤0.01%
+16
1102
$2K ﹤0.01%
+12
1103
$2K ﹤0.01%
+12
1104
$2K ﹤0.01%
+12
1105
$2K ﹤0.01%
+4
1106
$2K ﹤0.01%
2
1107
$2K ﹤0.01%
+24
1108
$2K ﹤0.01%
+12
1109
$2K ﹤0.01%
52
+48
1110
$2K ﹤0.01%
+50
1111
$2K ﹤0.01%
+26
1112
$2K ﹤0.01%
+8
1113
$2K ﹤0.01%
+28
1114
$2K ﹤0.01%
+46
1115
$2K ﹤0.01%
+30
1116
$2K ﹤0.01%
+24
1117
$2K ﹤0.01%
+39
1118
$2K ﹤0.01%
36
1119
$2K ﹤0.01%
+52
1120
$2K ﹤0.01%
+16
1121
$2K ﹤0.01%
+62
1122
$2K ﹤0.01%
+18
1123
$2K ﹤0.01%
+10
1124
$2K ﹤0.01%
+12
1125
$2K ﹤0.01%
32
43 44
45
46 47