WCF
West Coast Financial Portfolio holdings
AUM
$876M
1-Year Return
5.74%
This Quarter Return
+20.27%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$520M
AUM Growth
+$77M
(+17%)
Cap. Flow
-$3.49M
Cap. Flow
% of AUM
-0.67%
Top 10 Holdings %
Top 10 Hldgs %
43.77%
Holding
121
New
17
Increased
27
Reduced
63
Closed
2
Top Buys
| 1 |
Keysight
KEYS
|
$4.2M |
| 2 |
Apple
AAPL
|
$3.89M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.23M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$421K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$392K |
Top Sells
| 1 |
Acuity Brands
AYI
|
$3.07M |
| 2 |
ResMed
RMD
|
$2.8M |
| 3 |
Align Technology
ALGN
|
$2.76M |
| 4 |
Thor Industries
THO
|
$1.73M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$929K |
Sector Composition
| 1 | Technology | 16.7% |
| 2 | Healthcare | 14.46% |
| 3 | Consumer Discretionary | 8.71% |
| 4 | Industrials | 8.28% |
| 5 | Financials | 7.66% |
