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
$290M
AUM Growth
-$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,489
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$628K
3
+$554K
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$509K
5
IYE icon
iShares US Energy ETF
IYE
+$495K

Top Sells

1
+$989K
2
+$958K
3
+$938K
4
AAPL icon
Apple
AAPL
+$870K
5
AGN
Allergan plc
AGN
+$771K

Sector Composition

1 Energy 13.37%
2 Industrials 11.76%
3 Technology 11.2%
4 Healthcare 11.19%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$1.89K ﹤0.01%
485
1177
$1.87K ﹤0.01%
113
1178
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1179
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30
1180
$1.81K ﹤0.01%
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1181
$1.78K ﹤0.01%
39
1182
$1.76K ﹤0.01%
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1183
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1184
$1.74K ﹤0.01%
200
1185
$1.72K ﹤0.01%
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1186
$1.69K ﹤0.01%
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1187
$1.69K ﹤0.01%
210
1188
$1.67K ﹤0.01%
30
1189
$1.64K ﹤0.01%
69
1190
$1.61K ﹤0.01%
24
-40
1191
$1.59K ﹤0.01%
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-57
1192
$1.59K ﹤0.01%
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1193
$1.55K ﹤0.01%
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1194
$1.55K ﹤0.01%
20
1195
$1.54K ﹤0.01%
40
1196
$1.51K ﹤0.01%
76
1197
$1.48K ﹤0.01%
134
1198
$1.44K ﹤0.01%
50
1199
$1.42K ﹤0.01%
26
1200
$1.38K ﹤0.01%
70
46 47
48
49 50