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
$376M
AUM Growth
-$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$7.55M
3
+$7.39M
4
AIN icon
Albany International
AIN
+$5.56M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.92M

Top Sells

1
+$7.01M
2
+$7M
3
+$5.55M
4
JWN
Nordstrom
JWN
+$5.46M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.76M

Sector Composition

1 Healthcare 15.08%
2 Technology 13.81%
3 Consumer Discretionary 10.44%
4 Industrials 9.09%
5 Financials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.98M 1.59%
130,500
-53,545
27
$5.95M 1.58%
43,986
-229
28
$5.66M 1.5%
192,412
-26,968
29
$5.56M 1.48%
+117,423
30
$5.45M 1.45%
21,095
+1,775
31
$4.81M 1.28%
39,686
+3,359
32
$4.8M 1.28%
76,172
-2,777
33
$4.68M 1.25%
211,314
-3,082
34
$4.68M 1.25%
54,651
+957
35
$4.68M 1.24%
62,505
+898
36
$4.48M 1.19%
30,044
+26,678
37
$4.25M 1.13%
100,677
+4,215
38
$3.98M 1.06%
+33,816
39
$3.96M 1.05%
+53,869
40
$3.92M 1.04%
81,875
+116
41
$3.79M 1.01%
20,322
+19,216
42
$3.68M 0.98%
56,089
+2,224
43
$3.47M 0.92%
+66,499
44
$3.35M 0.89%
91,520
-17,280
45
$2.4M 0.64%
48,195
+1,186
46
$1.63M 0.43%
5,704
+1
47
$1.55M 0.41%
12,174
+610
48
$1.51M 0.4%
9,250
-90
49
$1.5M 0.4%
10,583
-40
50
$1.24M 0.33%
7,679
+536
1
2
3 4 5