WCF
West Coast Financial Portfolio holdings
AUM
$876M
This Quarter Return
-0.54%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$621M
AUM Growth
+$621M
(+1.3%)
Cap. Flow
+$14.3M
Cap. Flow
% of AUM
2.3%
Top 10 Holdings %
Top 10 Hldgs %
42.39%
Holding
137
New
4
Increased
58
Reduced
49
Closed
4
Top Buys
| 1 |
iShares MBS ETF
MBB
|
$4.87M |
| 2 |
Public Storage
PSA
|
$4.67M |
| 3 |
PepsiCo
PEP
|
$4.14M |
| 4 |
Williams-Sonoma
WSM
|
$4.08M |
| 5 |
FedEx
FDX
|
$2.86M |
Top Sells
| 1 |
Omnicell
OMCL
|
$3.87M |
| 2 |
Starbucks
SBUX
|
$3.55M |
| 3 |
Align Technology
ALGN
|
$1.25M |
| 4 |
Apple
AAPL
|
$545K |
| 5 |
Zebra Technologies
ZBRA
|
$451K |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Healthcare | 13.04% |
| 3 | Industrials | 7.79% |
| 4 | Consumer Discretionary | 7.58% |
| 5 | Communication Services | 7.23% |
