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
$355M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$4.92M
3
+$312K
4
IBM icon
IBM
IBM
+$171K
5
BDX icon
Becton Dickinson
BDX
+$132K

Top Sells

1
+$4.19M
2
+$3.6M
3
+$3.07M
4
COP icon
ConocoPhillips
COP
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$1.89M

Sector Composition

1 Healthcare 15.45%
2 Industrials 12.05%
3 Financials 11.89%
4 Consumer Discretionary 11.75%
5 Technology 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.51M 1.55%
131,253
-2,145
27
$5.51M 1.55%
113,533
-2,802
28
$5.18M 1.46%
100,838
+1,238
29
$4.92M 1.38%
+136,080
30
$4.79M 1.35%
120,692
-2,556
31
$4.64M 1.31%
31,651
+1,168
32
$4.18M 1.18%
21,245
-178
33
$4.05M 1.14%
58,051
+19
34
$3.91M 1.1%
89,738
-18,474
35
$3.89M 1.09%
46,518
-20,667
36
$3.86M 1.09%
98,812
-316
37
$3.85M 1.08%
21,809
-955
38
$3.82M 1.07%
130,106
-31,354
39
$3.78M 1.06%
83,027
-1,090
40
$3.66M 1.03%
34,068
-348
41
$3.42M 0.96%
69,087
+6,290
42
$3.27M 0.92%
40,131
-1,045
43
$3.02M 0.85%
75,662
-15,899
44
$2.86M 0.8%
37,902
-838
45
$2.31M 0.65%
16,869
-30,551
46
$2.09M 0.59%
14,321
-1,070
47
$2.03M 0.57%
12,414
-4,021
48
$1.99M 0.56%
15,820
-5,242
49
$1.72M 0.48%
11,548
50
$1.67M 0.47%
6,216
-5,867
1
2
3 4 5