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
$437M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$5.51M
3
+$3.12M
4
TER icon
Teradyne
TER
+$2.89M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.57M

Top Sells

1
+$12.9M
2
+$4.92M
3
+$4.74M
4
HY icon
Hyster-Yale Materials Handling
HY
+$4.48M
5
SYNA icon
Synaptics
SYNA
+$3.17M

Sector Composition

1 Consumer Discretionary 12.74%
2 Healthcare 11.82%
3 Technology 11.79%
4 Financials 11.49%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.03M 1.38%
66,141
+1,604
27
$6.01M 1.37%
49,215
-1,266
28
$6M 1.37%
20,366
-16,687
29
$5.97M 1.36%
148,514
-2,400
30
$5.82M 1.33%
230,204
+101,662
31
$5.72M 1.31%
232,567
+10,823
32
$5.58M 1.27%
95,377
+8,983
33
$5.58M 1.27%
33,296
+2,096
34
$5.25M 1.2%
75,794
-107
35
$5.18M 1.19%
135,412
+5,361
36
$5.15M 1.18%
124,752
-832
37
$5.15M 1.18%
100,504
-3,444
38
$4.9M 1.12%
29,827
+2,880
39
$4.66M 1.06%
275,534
+11,257
40
$4.64M 1.06%
53,941
+104
41
$4.52M 1.03%
83,506
-1,888
42
$4.24M 0.97%
133,024
+1,020
43
$3.58M 0.82%
130,088
+49,694
44
$3.35M 0.77%
23,145
-539
45
$2.91M 0.67%
57,936
+3,166
46
$2.06M 0.47%
11,944
-576
47
$1.82M 0.42%
9,829
-4
48
$1.72M 0.39%
10,552
49
$1.54M 0.35%
26,884
-145
50
$1.52M 0.35%
5,739
-299
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