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
$351M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,476
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.6M
3
+$2.43M
4
IYF icon
iShares US Financials ETF
IYF
+$1.92M
5
UNP icon
Union Pacific
UNP
+$976K

Top Sells

1
+$2.49M
2
+$1.17M
3
+$1.09M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.08M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.01M

Sector Composition

1 Healthcare 13.78%
2 Technology 13.41%
3 Energy 11.55%
4 Industrials 9.94%
5 Financials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$1.23K ﹤0.01%
14
-64
1227
$1.18K ﹤0.01%
92
1228
$1.15K ﹤0.01%
48
1229
$1.09K ﹤0.01%
1,376
1230
$1.06K ﹤0.01%
66
1231
$988 ﹤0.01%
30
1232
$970 ﹤0.01%
56
1233
$942 ﹤0.01%
52
1234
$936 ﹤0.01%
38
1235
$926 ﹤0.01%
50
-218
1236
$908 ﹤0.01%
50
1237
$900 ﹤0.01%
400
-484
1238
$882 ﹤0.01%
112
1239
$880 ﹤0.01%
70
1240
$868 ﹤0.01%
42
1241
$794 ﹤0.01%
56
1242
$782 ﹤0.01%
36
1243
$780 ﹤0.01%
84
1244
$776 ﹤0.01%
25
1245
$734 ﹤0.01%
14
1246
$710 ﹤0.01%
252
1247
$710 ﹤0.01%
100
1248
$686 ﹤0.01%
16
1249
$684 ﹤0.01%
14
-9
1250
$634 ﹤0.01%
10
48 49
50
51 52