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
$325M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,355
New
Increased
Reduced
Closed

Top Buys

1 +$918K
2 +$741K
3 +$692K
4
VMW
VMware, Inc
VMW
+$656K
5
SNCR
Synchronoss Technologies
SNCR
+$598K

Top Sells

1 +$1.18M
2 +$1.09M
3 +$1.08M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$959K
5
AAPL icon
Apple
AAPL
+$878K

Sector Composition

1 Technology 16.58%
2 Healthcare 12.59%
3 Financials 11%
4 Energy 9.37%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
-2,000
1352
-50
1353
-200
1354
-1,676