WCF
West Coast Financial Portfolio holdings
AUM
$876M
1-Year Est. Return
5.74%
1 Year Est. Return
+5.74%
AUM
$908M
AUM Growth
-$1.49M
(-0.16%)
Holding
179
Top Buys
| 1 | +$14M | |
| 2 | +$10.8M | |
| 3 | +$8.05M | |
| 4 |
iShares MBS ETF
MBB
|
+$2.18M |
| 5 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$1.75M |
Top Sells
| 1 | +$8.79M | |
| 2 | +$5.22M | |
| 3 | +$5.16M | |
| 4 |
Target
TGT
|
+$4.47M |
| 5 |
PepsiCo
PEP
|
+$4.19M |
Sector Composition
| 1 | Technology | 14.69% |
| 2 | Financials | 11.13% |
| 3 | Healthcare | 8.55% |
| 4 | Industrials | 7.47% |
| 5 | Consumer Discretionary | 6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
176
Target
TGT
$41.6B
| – | – |
-28,706
|
|
||
177
T. Rowe Price
TROW
$22.2B
| – | – |
-2,230
|
|
||
178
Vanguard ESG International Stock ETF
VSGX
$5.25B
| – | – |
-6,509
|
|
||
179
Verizon
VZ
$165B
| – | – |
-4,535
|
|