WCF
West Coast Financial Portfolio holdings
AUM
$876M
1-Year Return
5.74%
This Quarter Return
+2.77%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$441M
AUM Growth
+$3.97M
(+0.91%)
Cap. Flow
-$6.37M
Cap. Flow
% of AUM
-1.44%
Top 10 Holdings %
Top 10 Hldgs %
41%
Holding
113
New
4
Increased
41
Reduced
46
Closed
4
Top Buys
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$5.62M |
| 2 |
Carnival Corp
CCL
|
$4.67M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$2.67M |
| 4 |
American Eagle Outfitters
AEO
|
$2.55M |
| 5 |
FedEx
FDX
|
$1.99M |
Top Sells
| 1 |
AGN
Allergan plc
AGN
|
$4.92M |
| 2 |
Polaris
PII
|
$4.82M |
| 3 |
LM
Legg Mason, Inc.
LM
|
$4.28M |
| 4 |
CERN
Cerner Corp
CERN
|
$3.53M |
| 5 |
EBIX
Ebix Inc
EBIX
|
$2.91M |
Sector Composition
| 1 | Consumer Discretionary | 13.26% |
| 2 | Technology | 11.94% |
| 3 | Healthcare | 10.75% |
| 4 | Financials | 9.82% |
| 5 | Industrials | 9.66% |
