WCF
West Coast Financial Portfolio holdings
AUM
$876M
1-Year Return
5.74%
This Quarter Return
-2.63%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$876M
AUM Growth
-$31.6M
(-3.5%)
Cap. Flow
+$2.67M
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
53.66%
Holding
169
New
4
Increased
27
Reduced
78
Closed
7
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$18.8M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$14M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$6.35M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$5.51M |
| 5 |
Salesforce
CRM
|
+$3.14M |
Top Sells
| 1 |
Edwards Lifesciences
EW
|
+$9.87M |
| 2 |
Amphenol
APH
|
+$6.48M |
| 3 |
CorVel
CRVL
|
+$5.15M |
| 4 |
Williams-Sonoma
WSM
|
+$4.76M |
| 5 |
SEI Investments
SEIC
|
+$4.35M |
Sector Composition
| 1 | Technology | 12.71% |
| 2 | Financials | 11% |
| 3 | Healthcare | 7.35% |
| 4 | Industrials | 6.94% |
| 5 | Consumer Discretionary | 4.65% |
