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
$651M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.85M
3
+$3.02M
4
ZTS icon
Zoetis
ZTS
+$2.36M
5
MBB icon
iShares MBS ETF
MBB
+$1.95M

Top Sells

1
+$6.76M
2
+$1.74M
3
+$603K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$527K
5
STE icon
Steris
STE
+$382K

Sector Composition

1 Technology 18.13%
2 Healthcare 11.72%
3 Industrials 7.44%
4 Financials 7.4%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.32M 1.28%
101,429
+2,797
27
$8.3M 1.27%
37,325
-53
28
$8.29M 1.27%
34,177
+141
29
$8.05M 1.24%
20,616
+528
30
$7.77M 1.19%
18,784
+3,504
31
$7.4M 1.14%
57,127
+832
32
$7.32M 1.12%
80,510
+587
33
$7.31M 1.12%
35,661
+427
34
$7.09M 1.09%
128,515
+2,187
35
$6.88M 1.06%
49,571
+1,277
36
$6.79M 1.04%
80,479
+1,919
37
$6.58M 1.01%
37,733
+797
38
$6.51M 1%
25,096
+28
39
$6.38M 0.98%
21,308
+329
40
$5.98M 0.92%
82,490
+4,600
41
$5.95M 0.91%
36,312
+221
42
$5.88M 0.9%
78,465
+1,349
43
$5.7M 0.87%
224,316
+118,833
44
$5.67M 0.87%
23,425
+468
45
$5.64M 0.87%
193,274
+6,386
46
$5.54M 0.85%
29,265
+343
47
$5.51M 0.85%
237,208
+1,583
48
$5.27M 0.81%
24,842
+23,950
49
$4.85M 0.75%
+108,882
50
$3.54M 0.54%
15,527
-84
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