WEC

Winslow Evans & Crocker Portfolio holdings

AUM $528M
1-Year Est. Return 30.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,424
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.85M
3
+$1.37M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.27M
5
TJX icon
TJX Companies
TJX
+$1.08M

Top Sells

1
+$4.38M
2
+$2.12M
3
+$811K
4
MDT icon
Medtronic
MDT
+$629K
5
ALK icon
Alaska Air
ALK
+$620K

Sector Composition

1 Technology 15.53%
2 Healthcare 14.95%
3 Financials 9.86%
4 Consumer Discretionary 9.53%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$1.35K ﹤0.01%
32
-12
1277
$1.29K ﹤0.01%
338
-324
1278
$1.28K ﹤0.01%
26
1279
$1.27K ﹤0.01%
66
1280
$1.27K ﹤0.01%
250
1281
$1.26K ﹤0.01%
14
-78
1282
$1.15K ﹤0.01%
26
1283
$1.13K ﹤0.01%
+30
1284
$1.12K ﹤0.01%
58
1285
$1.08K ﹤0.01%
154
1286
$994 ﹤0.01%
92
1287
$970 ﹤0.01%
368
1288
$964 ﹤0.01%
58
+4
1289
$954 ﹤0.01%
206
-94
1290
$950 ﹤0.01%
12
1291
$950 ﹤0.01%
+56
1292
$938 ﹤0.01%
112
1293
$904 ﹤0.01%
42
1294
$890 ﹤0.01%
66
1295
$890 ﹤0.01%
50
1296
$872 ﹤0.01%
1
1297
$866 ﹤0.01%
30
1298
$832 ﹤0.01%
28
1299
$800 ﹤0.01%
500
1300
$790 ﹤0.01%
30
50 51
52
53 54