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
$613M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$3.82M
3
+$3.79M
4
DBX icon
Dropbox
DBX
+$3.48M
5
VNT icon
Vontier
VNT
+$3.34M

Top Sells

1
+$7.09M
2
+$5.63M
3
+$4.3M
4
MA icon
Mastercard
MA
+$2.37M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.13M

Sector Composition

1 Technology 18.6%
2 Healthcare 13.59%
3 Industrials 8.31%
4 Consumer Discretionary 7.64%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.6M 1.24%
97,774
-3,553
27
$7.26M 1.18%
99,132
+597
28
$7.07M 1.15%
233,277
+114,716
29
$6.92M 1.13%
47,746
-30
30
$6.81M 1.11%
76,267
+561
31
$6.59M 1.07%
20,661
+113
32
$6.58M 1.07%
74,774
+1,030
33
$6.37M 1.04%
34,154
+163
34
$6.3M 1.03%
221,532
+16,312
35
$6.26M 1.02%
189,320
-1,102
36
$6.24M 1.02%
42,098
+558
37
$6.24M 1.02%
35,990
+179
38
$5.88M 0.96%
24,761
+149
39
$5.76M 0.94%
125,011
-1,630
40
$5.66M 0.92%
72,457
+548
41
$5.58M 0.91%
+36,140
42
$5.4M 0.88%
22,158
+105
43
$5.34M 0.87%
28,579
-359
44
$4.31M 0.7%
19,353
-50
45
$3.87M 0.63%
34,287
-359
46
$3.82M 0.62%
+35,303
47
$3.71M 0.61%
34,992
+833
48
$3.34M 0.55%
+102,633
49
$3.33M 0.54%
53,404
+55
50
$3.31M 0.54%
10,618
+166
1
2
3 4 5