WCF
West Coast Financial Portfolio holdings
AUM
$876M
This Quarter Return
+8.37%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$443M
AUM Growth
+$443M
(+7.8%)
Cap. Flow
+$17.8M
Cap. Flow
% of AUM
4.02%
Top 10 Holdings %
Top 10 Hldgs %
42.38%
Holding
111
New
8
Increased
23
Reduced
58
Closed
7
Top Buys
| 1 |
Apple
AAPL
|
$10.2M |
| 2 |
Keysight
KEYS
|
$3.8M |
| 3 |
Merck
MRK
|
$3.61M |
| 4 |
REGI
Renewable Energy Group, Inc.
REGI
|
$2.93M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.57M |
Top Sells
| 1 |
FedEx
FDX
|
$2.19M |
| 2 |
Cummins
CMI
|
$2.07M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.36M |
| 4 |
Microsoft
MSFT
|
$798K |
| 5 |
iShares Morningstar US Equity ETF
ILCB
|
$746K |
Sector Composition
| 1 | Healthcare | 15.17% |
| 2 | Technology | 14.76% |
| 3 | Industrials | 9.24% |
| 4 | Consumer Discretionary | 9.18% |
| 5 | Financials | 8.23% |
