WCF
West Coast Financial Portfolio holdings
AUM
$876M
This Quarter Return
+2.44%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$183M
AUM Growth
–
Cap. Flow
+$183M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.44%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$8.65M |
| 2 |
Mastercard
MA
|
$4.54M |
| 3 |
Apple
AAPL
|
$4.27M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$3.89M |
| 5 |
Wabtec
WAB
|
$3.81M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Healthcare | 15.49% |
| 3 | Industrials | 14.98% |
| 4 | Financials | 9.84% |
| 5 | Consumer Staples | 7.35% |
