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
$224M
AUM Growth
-$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.48M
3
+$1.51M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.3M
5
BIIB icon
Biogen
BIIB
+$452K

Top Sells

1
+$260K
2
+$249K
3
+$223K
4
RYN icon
Rayonier
RYN
+$222K
5
CVGW icon
Calavo Growers
CVGW
+$213K

Sector Composition

1 Healthcare 17.01%
2 Industrials 14.2%
3 Technology 13.26%
4 Financials 10.96%
5 Consumer Discretionary 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.44M 1.54%
59,538
+2,235
27
$3.44M 1.54%
110,605
+4,730
28
$3.43M 1.53%
26,173
+1,555
29
$3.4M 1.52%
45,735
-454
30
$3.38M 1.51%
+424,014
31
$3.29M 1.47%
800,984
+32,360
32
$3.14M 1.4%
35,712
+339
33
$3.02M 1.35%
24,335
+1,157
34
$2.85M 1.27%
115,887
+6,014
35
$2.81M 1.25%
75,989
+2,477
36
$2.71M 1.21%
39,986
+1,906
37
$2.6M 1.16%
91,012
+3,795
38
$2.56M 1.14%
16,960
+906
39
$2.52M 1.12%
52,511
+2,764
40
$2.48M 1.11%
30,897
+425
41
$2.37M 1.06%
12,295
-94
42
$2.32M 1.03%
36,509
+315
43
$2.27M 1.01%
129,026
+6,040
44
$2.17M 0.97%
24,083
-1,282
45
$2.05M 0.92%
79,863
+4,682
46
$1.95M 0.87%
44,055
-2,424
47
$1.67M 0.75%
15,026
+531
48
$1.61M 0.72%
19,536
+246
49
$1.55M 0.69%
14,413
+433
50
$1.39M 0.62%
14,098
-210
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