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
Technology Select Sector SPDR Fund
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
1301
$2K ﹤0.01%
112
1302
$2K ﹤0.01%
+62
1303
$2K ﹤0.01%
+8
1304
$2K ﹤0.01%
+10
1305
$2K ﹤0.01%
+20
1306
$2K ﹤0.01%
+68
1307
$2K ﹤0.01%
+2
1308
$2K ﹤0.01%
+16
1309
$2K ﹤0.01%
+14
1310
$2K ﹤0.01%
+22
1311
$2K ﹤0.01%
10
1312
$2K ﹤0.01%
+12
1313
$2K ﹤0.01%
+16
1314
$2K ﹤0.01%
108
1315
$2K ﹤0.01%
+30
1316
$2K ﹤0.01%
+12
1317
$2K ﹤0.01%
40
1318
$2K ﹤0.01%
+30
1319
$2K ﹤0.01%
+22
1320
$2K ﹤0.01%
+58
1321
$2K ﹤0.01%
+66
1322
$2K ﹤0.01%
+76
1323
$2K ﹤0.01%
2
1324
$2K ﹤0.01%
20
1325
$2K ﹤0.01%
+20
51 52
53
54 55