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
$621M
AUM Growth
+$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.67M
3
+$4.14M
4
WSM icon
Williams-Sonoma
WSM
+$4.08M
5
FDX icon
FedEx
FDX
+$2.86M

Top Sells

1
+$3.87M
2
+$3.55M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$545K
5
ZBRA icon
Zebra Technologies
ZBRA
+$451K

Sector Composition

1 Technology 18.09%
2 Healthcare 13.04%
3 Industrials 7.79%
4 Consumer Discretionary 7.58%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.94M 1.28%
35,360
+657
27
$7.84M 1.26%
28,715
+216
28
$7.83M 1.26%
99,724
+592
29
$7.45M 1.2%
99,157
+1,383
30
$7.36M 1.18%
48,064
+318
31
$7.08M 1.14%
249,694
+28,162
32
$7M 1.13%
239,588
+6,311
33
$6.9M 1.11%
21,008
+347
34
$6.63M 1.07%
34,143
-11
35
$6.38M 1.03%
36,787
+647
36
$6.36M 1.02%
76,466
+1,692
37
$6.21M 1%
36,403
+413
38
$6.21M 1%
188,180
-1,140
39
$6.03M 0.97%
25,157
+396
40
$6.01M 0.97%
78,176
+1,909
41
$5.95M 0.96%
126,517
+1,506
42
$5.85M 0.94%
19,688
+15,736
43
$5.11M 0.82%
72,494
+37
44
$4.98M 0.8%
28,728
+149
45
$4.84M 0.78%
22,780
+622
46
$4.16M 0.67%
33,871
-416
47
$4.08M 0.66%
+46,060
48
$3.91M 0.63%
17,611
-1,742
49
$3.62M 0.58%
107,833
+5,200
50
$3.46M 0.56%
10,619
+1
1
2
3 4 5