WCF

West Coast Financial Portfolio holdings

AUM $876M
This Quarter Return
-2.63%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$876M
AUM Growth
-$31.6M
Cap. Flow
+$2.67M
Cap. Flow %
0.3%
Top 10 Hldgs %
53.66%
Holding
169
New
4
Increased
27
Reduced
78
Closed
7

Top Buys

1
$18.8M
2
$14M
3
$6.35M
4
$5.51M
5
$3.14M

Top Sells

1
$9.87M
2
$6.48M
3
$5.15M
4
$4.76M
5
$4.35M

Sector Composition

1Technology12.71%
2Financials11%
3Healthcare7.35%
4Industrials6.94%
5Consumer Discretionary4.65%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$9.07M1.03% 9,179
-259
-3%
-$256K
$8.67M0.99% 28,975
-690
-2%
-$207K
$8.57M0.98% 16,860
-592
-3%
-$301K
$8.34M0.95% 45,678
-2,056
-4%
-$375K
$8.26M0.94% 55,076
-2,728
-5%
-$409K
$8.24M0.94% 29,102
-898
-3%
-$254K
$8.04M0.92% 21,928
-871
-4%
-$319K
$7.64M0.87% 34,133
-1,205
-3%
-$270K
$7.08M0.81% 40,944
-1,425
-3%
-$247K
$6.58M0.75% 86,975
+83,947
+2,772%
+$6.35M
$6.57M0.75% 17,119
-989
-5%
-$379K
$6.09M0.7% 89,320
-1,175
-1%
-$80.1K
$5.2M0.59% 34,870
-1,410
-4%
-$210K
$4.98M0.57% 44,512
-46,022
-51%
-$5.15M
$4.94M0.56% 31,233
-30,121
-49%
-$4.76M
$4.82M0.55% 62,059
-56,044
-47%
-$4.35M
$4.8M0.55% 47,407
-1,181
-2%
-$120K
$4.76M0.54% 204,162
-8,068
-4%
-$188K
$4.43M0.51% 32,732
-1,262
-4%
-$171K
$4.33M0.49% 33,489
-657
-2%
-$85K
$3.99M0.46% 51,057
-29,625
-37%
-$2.31M
$3.71M0.42% 18,766
-944
-5%
-$186K
$3.64M0.42% 40,603
+33,479
+470%
+$3.01M
$3.3M0.38% 17,300
+868
+5%
+$165K
$3.19M0.36% 21,471
-316
-1%
-$46.9K
123457