WCF
West Coast Financial Portfolio holdings
AUM
$876M
1-Year Return
5.74%
This Quarter Return
+6.25%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$437M
AUM Growth
+$13.8M
(+3.2%)
Cap. Flow
-$6.52M
Cap. Flow
% of AUM
-1.49%
Top 10 Holdings %
Top 10 Hldgs %
39.19%
Holding
117
New
3
Increased
29
Reduced
62
Closed
8
Top Buys
| 1 |
Invesco S&P SmallCap Low Volatility ETF
XSLV
|
$14.1M |
| 2 |
Cavco Industries
CVCO
|
$5.51M |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
$3.12M |
| 4 |
Teradyne
TER
|
$2.89M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$2.57M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$12.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$4.92M |
| 3 |
Steris
STE
|
$4.74M |
| 4 |
Hyster-Yale Materials Handling
HY
|
$4.48M |
| 5 |
Synaptics
SYNA
|
$3.17M |
Sector Composition
| 1 | Consumer Discretionary | 12.74% |
| 2 | Healthcare | 11.82% |
| 3 | Technology | 11.79% |
| 4 | Financials | 11.49% |
| 5 | Industrials | 9.39% |
