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
$352M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,376
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$943K
3
+$815K
4
TWLO icon
Twilio
TWLO
+$636K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$475K

Top Sells

1
+$550K
2
+$521K
3
+$474K
4
ANET icon
Arista Networks
ANET
+$461K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$411K

Sector Composition

1 Technology 20.93%
2 Healthcare 13.52%
3 Financials 11.46%
4 Consumer Discretionary 8.92%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$2K ﹤0.01%
50
-900
1277
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+22
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13
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+38
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+10
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1290
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74
1291
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500
1292
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640
1293
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+16
1294
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100
1295
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122
+100
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116
1297
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10
1298
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+8
1299
$2K ﹤0.01%
+48
1300
$2K ﹤0.01%
+16
50 51
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