WCF
West Coast Financial Portfolio holdings
AUM
$876M
This Quarter Return
+7.14%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$654M
AUM Growth
+$654M
(+11%)
Cap. Flow
+$29.4M
Cap. Flow
% of AUM
4.49%
Top 10 Holdings %
Top 10 Hldgs %
40.64%
Holding
138
New
11
Increased
41
Reduced
66
Closed
4
Top Buys
| 1 |
Edwards Lifesciences
EW
|
$10.3M |
| 2 |
Clorox
CLX
|
$6.87M |
| 3 |
Factset
FDS
|
$6.09M |
| 4 |
Procter & Gamble
PG
|
$5.97M |
| 5 |
Murphy USA
MUSA
|
$2.98M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$8.53M |
| 2 |
Thor Industries
THO
|
$2.7M |
| 3 |
Becton Dickinson
BDX
|
$480K |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$406K |
| 5 |
NextEra Energy, Inc.
NEE
|
$342K |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Industrials | 10.92% |
| 3 | Financials | 9.83% |
| 4 | Healthcare | 9.59% |
| 5 | Consumer Staples | 8.26% |
