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
$368M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.37M
3
+$2.78M
4
MMS icon
Maximus
MMS
+$2.68M
5
MANH icon
Manhattan Associates
MANH
+$2.61M

Top Sells

1
+$4.55M
2
+$531K
3
+$303K
4
WFM
Whole Foods Market Inc
WFM
+$256K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$254K

Sector Composition

1 Healthcare 15.07%
2 Financials 11.65%
3 Industrials 11.13%
4 Consumer Discretionary 10.17%
5 Technology 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.24M 1.42%
133,398
+1,762
27
$5.19M 1.41%
67,852
+763
28
$5.11M 1.39%
448,062
+6,564
29
$5M 1.36%
581,328
+15,280
30
$4.78M 1.3%
161,460
+33,289
31
$4.64M 1.26%
123,248
+16,536
32
$4.36M 1.18%
99,600
+3,278
33
$4.23M 1.15%
30,483
+1,050
34
$3.84M 1.04%
84,117
+1,449
35
$3.83M 1.04%
22,764
+962
36
$3.76M 1.02%
21,423
+1,044
37
$3.65M 0.99%
58,032
+1,220
38
$3.63M 0.99%
99,128
+2,748
39
$3.59M 0.97%
91,561
+1,684
40
$3.39M 0.92%
34,416
+2,084
41
$3.37M 0.91%
+16,435
42
$3.12M 0.85%
41,176
+2,789
43
$3.06M 0.83%
12,083
+5,740
44
$2.82M 0.77%
38,740
+1,063
45
$2.66M 0.72%
53,150
+487
46
$2.61M 0.71%
21,062
-2,044
47
$2.61M 0.71%
+62,797
48
$2.33M 0.63%
31,228
+22,128
49
$2.03M 0.55%
15,391
+45
50
$1.96M 0.53%
15,092
+5,352
1
2
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