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
$350M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$3.98M
3
+$2.49M
4
AAPL icon
Apple
AAPL
+$599K
5
AGN
Allergan plc
AGN
+$271K

Top Sells

1
+$6.39M
2
+$3.91M
3
+$3.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$596K
5
BA icon
Boeing
BA
+$362K

Sector Composition

1 Healthcare 14.57%
2 Financials 12.47%
3 Industrials 12.04%
4 Technology 11.56%
5 Consumer Discretionary 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.95M 1.42%
114,147
+614
27
$4.94M 1.41%
+88,876
28
$4.8M 1.37%
32,744
+1,093
29
$4.7M 1.34%
67,252
-429
30
$4.59M 1.31%
119,820
-872
31
$4.01M 1.15%
98,264
-548
32
$3.91M 1.12%
21,304
+59
33
$3.9M 1.11%
57,090
-961
34
$3.55M 1.01%
77,665
+2,003
35
$3.52M 1.01%
21,744
-65
36
$3.4M 0.97%
33,797
-271
37
$3.35M 0.96%
82,807
-220
38
$3.33M 0.95%
40,950
+819
39
$3.29M 0.94%
44,051
-2,467
40
$3.12M 0.89%
140,339
+4,259
41
$3.03M 0.86%
72,244
+3,157
42
$2.72M 0.78%
38,009
+107
43
$2.49M 0.71%
+21,620
44
$2.36M 0.67%
14,023
+1,609
45
$1.87M 0.53%
13,803
-518
46
$1.83M 0.52%
15,011
-809
47
$1.69M 0.48%
12,481
-4,388
48
$1.58M 0.45%
10,288
-300
49
$1.51M 0.43%
8,035
-283
50
$1.45M 0.41%
5,465
-751
1
2
3 4 5