WEC

Winslow Evans & Crocker Portfolio holdings

AUM $528M
1-Year Est. Return 30.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.99%
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
+$1.29M
2
+$943K
3
+$815K
4
TWLO icon
Twilio
TWLO
+$636K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$475K

Top Sells

1
+$550K
2
+$521K
3
+$474K
4
ANET icon
Arista Networks
ANET
+$461K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$411K

Sector Composition

1 Technology 20.93%
2 Healthcare 13.52%
3 Financials 11.46%
4 Consumer Discretionary 8.92%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$2K ﹤0.01%
+8
1127
$2K ﹤0.01%
54
1128
$2K ﹤0.01%
+20
1129
$2K ﹤0.01%
+40
1130
$2K ﹤0.01%
+20
1131
$2K ﹤0.01%
+10
1132
$2K ﹤0.01%
500
1133
$2K ﹤0.01%
+44
1134
$2K ﹤0.01%
12
1135
$2K ﹤0.01%
+10
1136
$2K ﹤0.01%
+8
1137
$2K ﹤0.01%
62
1138
$2K ﹤0.01%
+74
1139
$2K ﹤0.01%
28
1140
$2K ﹤0.01%
+36
1141
$2K ﹤0.01%
+16
1142
$2K ﹤0.01%
133
1143
$2K ﹤0.01%
+12
1144
$2K ﹤0.01%
+36
1145
$2K ﹤0.01%
+10
1146
$2K ﹤0.01%
6
1147
$2K ﹤0.01%
2
1148
$2K ﹤0.01%
+84
1149
$2K ﹤0.01%
+16
1150
$2K ﹤0.01%
+28
44 45
46
47 48