WCF
West Coast Financial Portfolio holdings
AUM
$876M
This Quarter Return
+6.12%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$312M
AUM Growth
+$312M
(+13%)
Cap. Flow
+$21.7M
Cap. Flow
% of AUM
6.96%
Top 10 Holdings %
Top 10 Hldgs %
32.07%
Holding
150
New
36
Increased
33
Reduced
56
Closed
16
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$9.09M |
| 2 |
JWN
Nordstrom
JWN
|
$3.86M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$3.52M |
| 4 |
SYNH
Syneos Health, Inc. Class A Common Stock
SYNH
|
$2.35M |
| 5 |
AMN Healthcare
AMN
|
$2.09M |
Top Sells
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
$4.88M |
| 2 |
Qualcomm
QCOM
|
$3.34M |
| 3 |
BCR
CR Bard Inc.
BCR
|
$2.17M |
| 4 |
Idexx Laboratories
IDXX
|
$1.66M |
| 5 |
NextEra Energy, Inc.
NEE
|
$1.65M |
Sector Composition
| 1 | Healthcare | 16.19% |
| 2 | Industrials | 12.54% |
| 3 | Technology | 9.79% |
| 4 | Financials | 9.7% |
| 5 | Consumer Discretionary | 8.81% |
