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
1176
$2K ﹤0.01%
20
1177
$2K ﹤0.01%
+12
1178
$2K ﹤0.01%
+22
1179
$2K ﹤0.01%
+22
1180
$2K ﹤0.01%
+26
1181
$2K ﹤0.01%
100
1182
$2K ﹤0.01%
+10
1183
$2K ﹤0.01%
74
1184
$2K ﹤0.01%
+12
1185
$2K ﹤0.01%
150
1186
$2K ﹤0.01%
2
1187
$2K ﹤0.01%
250
1188
$2K ﹤0.01%
500
1189
$2K ﹤0.01%
640
1190
$2K ﹤0.01%
+16
1191
$2K ﹤0.01%
100
1192
$2K ﹤0.01%
+46
1193
$2K ﹤0.01%
+36
1194
$2K ﹤0.01%
18
1195
$2K ﹤0.01%
122
+100
1196
$2K ﹤0.01%
116
1197
$2K ﹤0.01%
10
1198
$2K ﹤0.01%
+8
1199
$2K ﹤0.01%
+48
1200
$2K ﹤0.01%
+28
46 47
48
49 50