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
$699M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$7.3M
3
+$4.99M
4
WSM icon
Williams-Sonoma
WSM
+$2.69M
5
DIS icon
Walt Disney
DIS
+$1.69M

Top Sells

1
+$3.46M
2
+$2.67M
3
+$726K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$610K
5
AAPL icon
Apple
AAPL
+$589K

Sector Composition

1 Technology 18.67%
2 Healthcare 11.94%
3 Consumer Discretionary 7.96%
4 Industrials 7.68%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.33M 1.33%
99,906
+182
27
$9.1M 1.3%
15,280
-964
28
$8.87M 1.27%
34,036
-370
29
$8.71M 1.25%
20,979
-29
30
$8.58M 1.23%
28,702
-13
31
$8.24M 1.18%
33,785
-358
32
$7.69M 1.1%
35,234
-126
33
$7.56M 1.08%
98,632
-525
34
$7.52M 1.08%
20,088
+400
35
$7.51M 1.07%
48,294
+230
36
$7.43M 1.06%
36,936
+149
37
$7.1M 1.02%
36,091
-312
38
$6.95M 0.99%
78,560
+384
39
$6.76M 0.97%
72,751
+257
40
$6.68M 0.96%
126,328
-189
41
$6.59M 0.94%
77,890
+31,830
42
$6.51M 0.93%
186,888
-1,292
43
$6.15M 0.88%
25,068
-89
44
$6.14M 0.88%
77,116
+650
45
$6.12M 0.88%
28,922
+194
46
$5.78M 0.83%
235,625
-3,963
47
$5.17M 0.74%
22,957
+177
48
$3.77M 0.54%
15,611
-2,000
49
$3.53M 0.51%
34,010
+139
50
$3.46M 0.49%
37,454
+759
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