WCF
West Coast Financial Portfolio holdings
AUM
$876M
This Quarter Return
-12.42%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$352M
AUM Growth
+$352M
(-19%)
Cap. Flow
-$24M
Cap. Flow
% of AUM
-6.81%
Top 10 Holdings %
Top 10 Hldgs %
43.29%
Holding
143
New
9
Increased
22
Reduced
74
Closed
37
Top Buys
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$10.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$8.77M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.74M |
| 4 |
Cummins
CMI
|
$2.57M |
| 5 |
EBIX
Ebix Inc
EBIX
|
$1.92M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$5.16M |
| 2 |
Copart
CPRT
|
$3.86M |
| 3 |
Boeing
BA
|
$3.67M |
| 4 |
Apple
AAPL
|
$2.69M |
| 5 |
Wabtec
WAB
|
$2.67M |
Sector Composition
| 1 | Healthcare | 13.86% |
| 2 | Financials | 11.27% |
| 3 | Technology | 10.39% |
| 4 | Industrials | 10.19% |
| 5 | Consumer Discretionary | 9.95% |
