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
$563M
AUM Growth
-$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$5.05M
3
+$4.46M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.2M
5
AZTA icon
Azenta
AZTA
+$3.16M

Top Sells

1
+$6.34M
2
+$5.95M
3
+$5.54M
4
SBUX icon
Starbucks
SBUX
+$4.11M
5
AIN icon
Albany International
AIN
+$3.05M

Sector Composition

1 Technology 16.62%
2 Healthcare 13.47%
3 Financials 8.63%
4 Industrials 5.84%
5 Consumer Discretionary 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.66M 1.18%
74,329
-381
27
$6.58M 1.17%
21,047
+431
28
$6.52M 1.16%
57,313
+186
29
$6.22M 1.1%
128,741
+226
30
$6.19M 1.1%
34,862
+25,138
31
$6.05M 1.07%
24,523
-573
32
$5.8M 1.03%
23,837
+412
33
$5.78M 1.03%
21,069
-239
34
$5.72M 1.02%
49,952
+381
35
$5.66M 1%
35,099
-2,226
36
$5.47M 0.97%
18,625
-159
37
$5.42M 0.96%
193,644
+370
38
$5.35M 0.95%
37,643
-90
39
$5.33M 0.95%
110,823
+1,941
40
$5.22M 0.93%
227,003
+2,687
41
$5.05M 0.9%
+14,993
42
$5.01M 0.89%
21,167
-689
43
$4.92M 0.87%
234,315
-2,893
44
$4.85M 0.86%
77,639
-826
45
$4.66M 0.83%
83,976
+1,486
46
$3.61M 0.64%
25,581
+739
47
$3.29M 0.58%
41,730
-38,749
48
$3.16M 0.56%
+43,854
49
$3.12M 0.55%
+75,012
50
$3.06M 0.54%
16,247
+720
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2
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