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
$424M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.84M
3
+$3.2M
4
MAR icon
Marriott International
MAR
+$3.18M
5
CVCO icon
Cavco Industries
CVCO
+$2.88M

Top Sells

1
+$4.37M
2
+$2.46M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$446K
5
NKE icon
Nike
NKE
+$400K

Sector Composition

1 Technology 11.93%
2 Healthcare 11.79%
3 Consumer Discretionary 11.43%
4 Financials 10.95%
5 Industrials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.64M 1.33%
89,167
+4,301
27
$5.45M 1.29%
64,537
+10,625
28
$5.39M 1.27%
86,394
+20,952
29
$5.25M 1.24%
50,481
+2,152
30
$5.02M 1.19%
125,584
-3,536
31
$5.02M 1.19%
103,948
+2,928
32
$4.89M 1.15%
26,947
+7,354
33
$4.59M 1.08%
221,744
+35,471
34
$4.57M 1.08%
31,200
+5,730
35
$4.48M 1.06%
71,880
+5,008
36
$4.43M 1.05%
85,394
+2,845
37
$4.35M 1.03%
53,837
-54,048
38
$4.18M 0.99%
75,901
+4,642
39
$4.12M 0.97%
23,684
+1,196
40
$3.84M 0.91%
+96,356
41
$3.56M 0.84%
130,051
+22,188
42
$3.23M 0.76%
128,542
+53,080
43
$3.17M 0.75%
79,722
+10,438
44
$2.88M 0.68%
+24,506
45
$2.7M 0.64%
54,770
+9,720
46
$2.16M 0.51%
80,394
+32,650
47
$2.05M 0.48%
12,520
-425
48
$1.89M 0.45%
12,329
+22
49
$1.73M 0.41%
9,833
-131
50
$1.67M 0.39%
13,949
-1,024
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