WCF

West Coast Financial Portfolio holdings

AUM $876M
1-Year Est. Return 5.74%
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$4.54M
3
+$4.26M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.89M
5
WAB icon
Wabtec
WAB
+$3.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.71%
2 Healthcare 15.49%
3 Industrials 14.98%
4 Financials 9.84%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 1.56%
+139,460
27
$2.84M 1.55%
+63,414
28
$2.78M 1.51%
+45,936
29
$2.7M 1.47%
+28,032
30
$2.67M 1.46%
+62,390
31
$2.64M 1.44%
+29,505
32
$2.61M 1.42%
+31,439
33
$2.6M 1.42%
+676,440
34
$2.6M 1.42%
+47,640
35
$2.59M 1.41%
+36,029
36
$2.56M 1.4%
+125,720
37
$2.49M 1.36%
+168,016
38
$2.44M 1.33%
+130,260
39
$2.37M 1.29%
+88,674
40
$2.34M 1.27%
+20,338
41
$2.3M 1.25%
+74,070
42
$2.29M 1.25%
+14,260
43
$2.23M 1.22%
+57,865
44
$2.15M 1.17%
+25,576
45
$2.13M 1.16%
+33,694
46
$2.13M 1.16%
+19,549
47
$2.1M 1.14%
+24,440
48
$2.04M 1.11%
+27,996
49
$1.99M 1.08%
+64,945
50
$1.96M 1.07%
+34,241
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