WCF
West Coast Financial Portfolio holdings
AUM
$876M
This Quarter Return
-20.62%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$376M
AUM Growth
+$376M
(-20%)
Cap. Flow
+$4.85M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
40%
Holding
114
New
8
Increased
25
Reduced
59
Closed
18
Top Buys
| 1 |
Microsoft
MSFT
|
$7.59M |
| 2 |
Meta Platforms (Facebook)
META
|
$7.55M |
| 3 |
Align Technology
ALGN
|
$7.39M |
| 4 |
Albany International
AIN
|
$5.56M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$4.92M |
Top Sells
| 1 |
Charles Schwab
SCHW
|
$7.01M |
| 2 |
American Eagle Outfitters
AEO
|
$7M |
| 3 |
Carnival Corp
CCL
|
$5.55M |
| 4 |
JWN
Nordstrom
JWN
|
$5.46M |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$3.76M |
Sector Composition
| 1 | Healthcare | 15.08% |
| 2 | Technology | 13.81% |
| 3 | Consumer Discretionary | 10.44% |
| 4 | Industrials | 9.09% |
| 5 | Financials | 8.97% |
