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
1151
$1.94K ﹤0.01%
90
1152
$1.93K ﹤0.01%
250
1153
$1.91K ﹤0.01%
+118
1154
$1.86K ﹤0.01%
66
1155
$1.84K ﹤0.01%
126
-112
1156
$1.84K ﹤0.01%
134
1157
$1.83K ﹤0.01%
13
1158
$1.74K ﹤0.01%
26
1159
$1.73K ﹤0.01%
50
1160
$1.71K ﹤0.01%
82
1161
$1.66K ﹤0.01%
82
1162
$1.65K ﹤0.01%
48
1163
$1.64K ﹤0.01%
102
1164
$1.63K ﹤0.01%
152
1165
$1.56K ﹤0.01%
+100
1166
$1.52K ﹤0.01%
76
1167
$1.51K ﹤0.01%
250
1168
$1.48K ﹤0.01%
106
1169
$1.47K ﹤0.01%
120
1170
$1.46K ﹤0.01%
200
1171
$1.46K ﹤0.01%
100
1172
$1.43K ﹤0.01%
48
1173
$1.43K ﹤0.01%
68
1174
$1.42K ﹤0.01%
66
1175
$1.4K ﹤0.01%
330
45 46
47
48 49