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
$543M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.75M
3
+$4.41M
4
CSCO icon
Cisco
CSCO
+$3.91M
5
ACN icon
Accenture
ACN
+$3.77M

Top Sells

1
+$10.2M
2
+$4.42M
3
+$759K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$392K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$371K

Sector Composition

1 Technology 17.76%
2 Healthcare 11.83%
3 Financials 7.58%
4 Industrials 6.67%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.84M 1.08%
21,184
+115
27
$5.78M 1.06%
35,398
+536
28
$5.75M 1.06%
22,334
+14,645
29
$5.69M 1.05%
75,770
+1,441
30
$5.67M 1.04%
130,447
+1,706
31
$5.52M 1.02%
24,772
+249
32
$5.44M 1%
24,148
+311
33
$5.38M 0.99%
114,131
+3,308
34
$5.08M 0.94%
86,256
+2,280
35
$5.03M 0.92%
19,181
+556
36
$4.93M 0.91%
+33,019
37
$4.93M 0.91%
237,720
+3,405
38
$4.88M 0.9%
189,239
-4,357
39
$4.76M 0.88%
15,599
+606
40
$4.75M 0.87%
+108,518
41
$4.61M 0.85%
193,400
-244
42
$4.6M 0.85%
38,263
+620
43
$4.57M 0.84%
78,912
+1,273
44
$4.47M 0.82%
32,926
-2,173
45
$4.41M 0.81%
+9,014
46
$4.35M 0.8%
20,996
-171
47
$4.32M 0.79%
107,877
+97,817
48
$4M 0.74%
26,988
+1,407
49
$3.81M 0.7%
227,684
+681
50
$3.34M 0.62%
42,405
+675
1
2
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