WCF
West Coast Financial Portfolio holdings
AUM
$876M
This Quarter Return
+7.37%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$824M
AUM Growth
+$824M
(+8.1%)
Cap. Flow
+$13.8M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
45.34%
Holding
166
New
8
Increased
47
Reduced
85
Closed
4
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$9.4M |
| 2 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$6.29M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.75M |
| 4 |
iShares MBS ETF
MBB
|
$3.44M |
| 5 |
Williams-Sonoma
WSM
|
$454K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$7.29M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.96M |
| 3 |
Public Storage
PSA
|
$962K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$602K |
| 5 |
Kadant
KAI
|
$517K |
Sector Composition
| 1 | Technology | 15.06% |
| 2 | Financials | 10.64% |
| 3 | Industrials | 9.54% |
| 4 | Healthcare | 7.63% |
| 5 | Consumer Discretionary | 6.65% |
