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
$313M
AUM Growth
-$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.07M
3
+$1.94M
4
ILCB icon
iShares Morningstar US Equity ETF
ILCB
+$1.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$531K

Top Sells

1
+$6.6M
2
+$5.17M
3
+$3.57M
4
WAB icon
Wabtec
WAB
+$3.17M
5
CMI icon
Cummins
CMI
+$2.44M

Sector Composition

1 Healthcare 14.31%
2 Financials 11.43%
3 Consumer Discretionary 11.36%
4 Industrials 10.59%
5 Technology 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.5M 1.44%
566,048
+18,464
27
$4.33M 1.38%
29,433
+1,583
28
$4.14M 1.32%
96,322
+4,438
29
$3.96M 1.27%
49,052
+37
30
$3.9M 1.25%
106,712
+32,856
31
$3.78M 1.21%
82,668
+1,918
32
$3.71M 1.19%
63,378
+2,874
33
$3.65M 1.17%
128,171
+12,302
34
$3.55M 1.13%
20,379
-20,504
35
$3.54M 1.13%
21,802
-15,067
36
$3.51M 1.12%
38,387
-34,685
37
$3.44M 1.1%
32,332
+1,886
38
$3.39M 1.08%
56,812
+2,404
39
$3.38M 1.08%
96,380
+3,404
40
$3.25M 1.04%
51,950
+3,299
41
$2.79M 0.89%
37,677
+1,230
42
$2.75M 0.88%
23,106
-435
43
$2.58M 0.82%
20,723
-9,795
44
$2.31M 0.74%
52,663
-2,217
45
$1.84M 0.59%
15,346
-932
46
$1.56M 0.5%
11,548
47
$1.54M 0.49%
6,343
-49
48
$1.52M 0.49%
11,069
-1,265
49
$1.41M 0.45%
8,787
-402
50
$1.32M 0.42%
9,372
-216
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