WCF
West Coast Financial Portfolio holdings
AUM
$876M
This Quarter Return
-13.21%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$563M
AUM Growth
+$563M
(-13%)
Cap. Flow
+$4.48M
Cap. Flow
% of AUM
0.79%
Top 10 Holdings %
Top 10 Hldgs %
44.74%
Holding
139
New
4
Increased
49
Reduced
44
Closed
13
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$8.54M |
| 2 |
S&P Global
SPGI
|
$5.05M |
| 3 |
Johnson & Johnson
JNJ
|
$4.46M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.2M |
| 5 |
Azenta
AZTA
|
$3.16M |
Top Sells
| 1 |
NextEra Energy, Inc.
NEE
|
$6.34M |
| 2 |
Middleby
MIDD
|
$5.95M |
| 3 |
Acuity Brands
AYI
|
$5.54M |
| 4 |
Starbucks
SBUX
|
$4.11M |
| 5 |
Albany International
AIN
|
$3.05M |
Sector Composition
| 1 | Technology | 16.62% |
| 2 | Healthcare | 13.47% |
| 3 | Financials | 8.63% |
| 4 | Industrials | 5.84% |
| 5 | Consumer Discretionary | 5.78% |
