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
1176
$1.36K ﹤0.01%
200
1177
$1.33K ﹤0.01%
60
-2
1178
$1.33K ﹤0.01%
32
1179
$1.31K ﹤0.01%
52
-100
1180
$1.24K ﹤0.01%
56
1181
$1.23K ﹤0.01%
44
1182
$1.19K ﹤0.01%
1
1183
$1.17K ﹤0.01%
178
1184
$1.11K ﹤0.01%
150
1185
$1.08K ﹤0.01%
42
1186
$1.05K ﹤0.01%
42
1187
$1.04K ﹤0.01%
34
1188
$1.04K ﹤0.01%
12
1189
$1K ﹤0.01%
56
1190
$996 ﹤0.01%
151
1191
$962 ﹤0.01%
28
1192
$956 ﹤0.01%
50
1193
$936 ﹤0.01%
30
1194
$916 ﹤0.01%
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1195
$902 ﹤0.01%
15
-31
1196
$834 ﹤0.01%
28
-2
1197
$832 ﹤0.01%
112
1198
$764 ﹤0.01%
16
1199
$740 ﹤0.01%
38
1200
$680 ﹤0.01%
38
46 47
48
49 50