WCF
West Coast Financial Portfolio holdings
AUM
$876M
This Quarter Return
+4.44%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$368M
AUM Growth
+$368M
(+18%)
Cap. Flow
+$42M
Cap. Flow
% of AUM
11.39%
Top 10 Holdings %
Top 10 Hldgs %
35.08%
Holding
145
New
33
Increased
92
Reduced
9
Closed
5
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$3.46M |
| 2 |
AGN
Allergan plc
AGN
|
$3.37M |
| 3 |
Apple
AAPL
|
$2.78M |
| 4 |
Maximus
MMS
|
$2.68M |
| 5 |
Manhattan Associates
MANH
|
$2.61M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$4.55M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$531K |
| 3 |
Vanguard Energy ETF
VDE
|
$303K |
| 4 |
WFM
Whole Foods Market Inc
WFM
|
$256K |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$254K |
Sector Composition
| 1 | Healthcare | 15.07% |
| 2 | Financials | 11.65% |
| 3 | Industrials | 11.13% |
| 4 | Consumer Discretionary | 10.17% |
| 5 | Technology | 9.5% |
