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
$315M
AUM Growth
+$230K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.03M
3
+$2.75M
4
SYNA icon
Synaptics
SYNA
+$1.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$467K

Top Sells

1
+$10.6M
2
+$3.5M
3
+$3.15M
4
CMI icon
Cummins
CMI
+$2.53M
5
MANT
Mantech International Corp
MANT
+$599K

Sector Composition

1 Healthcare 12.64%
2 Industrials 12.08%
3 Financials 10.46%
4 Consumer Discretionary 9.99%
5 Technology 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.32M 1.37%
87,304
+23,739
27
$4.31M 1.37%
432,882
+5,934
28
$4.24M 1.35%
547,584
-21,144
29
$4.02M 1.28%
49,015
-2,032
30
$3.84M 1.22%
129,071
-524
31
$3.75M 1.19%
91,884
+955
32
$3.7M 1.18%
30,518
-676
33
$3.67M 1.17%
65,143
-1,764
34
$3.64M 1.16%
115,869
-3,055
35
$3.59M 1.14%
80,750
+1,077
36
$3.45M 1.1%
30,446
+666
37
$3.43M 1.09%
+244,584
38
$3.27M 1.04%
80,518
+2,505
39
$3.26M 1.04%
54,408
+1,540
40
$3.03M 0.96%
+48,651
41
$2.98M 0.95%
92,976
-1,392
42
$2.78M 0.88%
23,541
-722
43
$2.77M 0.88%
60,504
+658
44
$2.74M 0.87%
54,880
-2,934
45
$2.67M 0.85%
36,447
-381
46
$2.62M 0.83%
73,856
+11,972
47
$1.89M 0.6%
405,398
-8,913
48
$1.88M 0.6%
16,278
-1,843
49
$1.63M 0.52%
12,334
-4,080
50
$1.54M 0.49%
9,189
-349
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