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
$190M
AUM Growth
-$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.31M
3
+$965K
4
IBM icon
IBM
IBM
+$879K
5
AFL icon
Aflac
AFL
+$851K

Top Sells

1
+$2.68M
2
+$2.59M
3
+$2.44M
4
OKE icon
Oneok
OKE
+$2.22M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.18M

Sector Composition

1 Healthcare 18.31%
2 Technology 17.15%
3 Industrials 15.47%
4 Financials 10.64%
5 Energy 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 1.72%
64,660
-305
27
$3.11M 1.64%
121,520
+2,956
28
$3.07M 1.62%
683,712
+1,536
29
$3.02M 1.59%
23,760
-9,895
30
$3.01M 1.59%
45,624
+582
31
$2.87M 1.51%
14,586
-565
32
$2.81M 1.48%
97,702
-375
33
$2.68M 1.41%
32,465
-32,510
34
$2.68M 1.41%
31,730
-845
35
$2.63M 1.39%
29,028
-26,910
36
$2.41M 1.27%
+43,728
37
$2.29M 1.21%
32,917
-20,676
38
$2.28M 1.2%
85,503
+846
39
$2.27M 1.19%
77,713
-74,776
40
$2.26M 1.19%
65,178
+654
41
$2.09M 1.1%
20,276
-1,694
42
$1.94M 1.02%
72,001
-55,335
43
$1.94M 1.02%
120,654
-2,558
44
$1.93M 1.01%
15,133
-3,465
45
$1.9M 1%
35,820
-21,816
46
$1.83M 0.96%
61,939
-3,863
47
$1.78M 0.94%
22,053
-8,296
48
$1.73M 0.91%
14,804
-4,889
49
$1.68M 0.89%
20,754
-6,127
50
$1.54M 0.81%
80,899
-9,128
1
2
3 4