WCF
West Coast Financial Portfolio holdings
AUM
$876M
This Quarter Return
+10.76%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$699M
AUM Growth
+$699M
(+12%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
2.22%
Top 10 Holdings %
Top 10 Hldgs %
41.76%
Holding
141
New
8
Increased
45
Reduced
58
Closed
5
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$8.94M |
| 2 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$7.3M |
| 3 |
iShares MBS ETF
MBB
|
$4.99M |
| 4 |
Williams-Sonoma
WSM
|
$2.69M |
| 5 |
Walt Disney
DIS
|
$1.69M |
Top Sells
| 1 |
ABMD
Abiomed Inc
ABMD
|
$3.46M |
| 2 |
REGI
Renewable Energy Group, Inc.
REGI
|
$2.67M |
| 3 |
Align Technology
ALGN
|
$726K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$610K |
| 5 |
Apple
AAPL
|
$589K |
Sector Composition
| 1 | Technology | 18.67% |
| 2 | Healthcare | 11.94% |
| 3 | Consumer Discretionary | 7.96% |
| 4 | Industrials | 7.68% |
| 5 | Financials | 6.74% |
