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
$243M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.44M
3
+$2.2M
4
LM
Legg Mason, Inc.
LM
+$1.47M
5
DECK icon
Deckers Outdoor
DECK
+$436K

Top Sells

1
+$3.02M
2
+$2.89M
3
+$2.75M
4
ADP icon
Automatic Data Processing
ADP
+$2.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.59M

Sector Composition

1 Healthcare 16.95%
2 Industrials 14.49%
3 Technology 11.33%
4 Financials 11.2%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.13M 1.7%
108,380
-10,740
27
$4.13M 1.7%
62,051
+3,255
28
$4.02M 1.66%
48,120
+2,136
29
$3.8M 1.57%
24,205
-388
30
$3.68M 1.52%
25,386
+1,261
31
$3.6M 1.48%
121,699
+4,596
32
$3.38M 1.39%
26,635
+562
33
$3.25M 1.34%
116,785
+3,267
34
$3.19M 1.32%
62,376
-222
35
$3.09M 1.27%
78,307
+1,410
36
$3.09M 1.27%
31,378
+1,744
37
$2.78M 1.15%
411,883
-876
38
$2.74M 1.13%
85,630
+3,911
39
$2.61M 1.07%
36,888
+627
40
$2.57M 1.06%
44,976
+1,688
41
$2.55M 1.05%
91,166
-113
42
$2.48M 1.02%
45,604
+2,285
43
$2.39M 0.99%
25,641
+1,026
44
$2.07M 0.85%
51,358
-581
45
$2.05M 0.85%
9,921
-1,859
46
$1.7M 0.7%
102,229
+2,026
47
$1.5M 0.62%
12,978
-750
48
$1.38M 0.57%
12,778
-495
49
$1.33M 0.55%
11,998
+1,033
50
$1.32M 0.54%
11,548
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