WCF
West Coast Financial Portfolio holdings
AUM
$876M
1-Year Return
5.74%
This Quarter Return
+3.72%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$313M
AUM Growth
-$1.71M
(-0.54%)
Cap. Flow
-$15.2M
Cap. Flow
% of AUM
-4.86%
Top 10 Holdings %
Top 10 Hldgs %
38.68%
Holding
124
New
2
Increased
43
Reduced
52
Closed
12
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.38M |
| 2 |
AMN Healthcare
AMN
|
$2.07M |
| 3 |
American Eagle Outfitters
AEO
|
$1.94M |
| 4 |
iShares Morningstar US Equity ETF
ILCB
|
$1.2M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$531K |
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$6.6M |
| 2 |
WFM
Whole Foods Market Inc
WFM
|
$5.17M |
| 3 |
3M
MMM
|
$3.57M |
| 4 |
Wabtec
WAB
|
$3.17M |
| 5 |
Cummins
CMI
|
$2.44M |
Sector Composition
| 1 | Healthcare | 14.31% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.36% |
| 4 | Industrials | 10.59% |
| 5 | Technology | 8.64% |
