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
$302M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.3M
3
+$979K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$945K
5
IYJ icon
iShares US Industrials ETF
IYJ
+$937K

Top Sells

1
+$702K
2
+$628K
3
+$615K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$589K
5
URI icon
United Rentals
URI
+$574K

Sector Composition

1 Energy 14.16%
2 Healthcare 11.55%
3 Technology 11.37%
4 Industrials 11.05%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$1.76K ﹤0.01%
51
1202
$1.75K ﹤0.01%
14
-3,100
1203
$1.74K ﹤0.01%
+3
1204
$1.73K ﹤0.01%
200
1205
$1.73K ﹤0.01%
485
1206
$1.72K ﹤0.01%
113
1207
$1.7K ﹤0.01%
55
1208
$1.68K ﹤0.01%
50
1209
$1.67K ﹤0.01%
49
1210
$1.66K ﹤0.01%
42
1211
$1.59K ﹤0.01%
20
1212
$1.55K ﹤0.01%
40
1213
$1.53K ﹤0.01%
50
1214
$1.46K ﹤0.01%
48
1215
$1.43K ﹤0.01%
26
1216
$1.43K ﹤0.01%
90
-197
1217
$1.41K ﹤0.01%
835
1218
$1.36K ﹤0.01%
51
1219
$1.34K ﹤0.01%
91
1220
$1.32K ﹤0.01%
100
1221
$1.31K ﹤0.01%
3
1222
$1.3K ﹤0.01%
49
1223
$1.24K ﹤0.01%
48
1224
$1.24K ﹤0.01%
46
+1
1225
$1.24K ﹤0.01%
100
47 48
49
50 51