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
State Street Technology Select Sector SPDR ETF
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%
2
1177
$2K ﹤0.01%
+24
1178
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+12
1179
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52
+48
1180
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+26
1181
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+8
1182
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+28
1183
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+46
1184
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1185
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+24
1186
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1188
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1189
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+16
1190
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+62
1191
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+18
1192
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+10
1193
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+28
1194
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+68
1195
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66
1196
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+26
1197
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+16
1198
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+12
1199
$2K ﹤0.01%
+50
1200
$2K ﹤0.01%
+10
46 47
48
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