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
1201
$2K ﹤0.01%
+16
1202
$2K ﹤0.01%
+44
1203
$2K ﹤0.01%
12
1204
$2K ﹤0.01%
+4
1205
$2K ﹤0.01%
+6
1206
$2K ﹤0.01%
+20
1207
$2K ﹤0.01%
+16
1208
$2K ﹤0.01%
+12
1209
$2K ﹤0.01%
+18
1210
$2K ﹤0.01%
+60
1211
$2K ﹤0.01%
+16
1212
$2K ﹤0.01%
+10
1213
$2K ﹤0.01%
+2
1214
$2K ﹤0.01%
330
1215
$2K ﹤0.01%
+42
1216
$2K ﹤0.01%
+8
1217
$2K ﹤0.01%
62
1218
$2K ﹤0.01%
+6
1219
$2K ﹤0.01%
+10
1220
$2K ﹤0.01%
+14
1221
$2K ﹤0.01%
36
1222
$2K ﹤0.01%
72
1223
$2K ﹤0.01%
+280
1224
$2K ﹤0.01%
+74
1225
$2K ﹤0.01%
28
47 48
49
50 51