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
$824M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$6.29M
3
+$5.75M
4
MBB icon
iShares MBS ETF
MBB
+$3.44M
5
WSM icon
Williams-Sonoma
WSM
+$454K

Top Sells

1
+$7.29M
2
+$1.96M
3
+$962K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$602K
5
KAI icon
Kadant
KAI
+$517K

Sector Composition

1 Technology 15.06%
2 Financials 10.64%
3 Industrials 9.54%
4 Healthcare 7.63%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.3M 1.25%
14,802
-55
27
$9.21M 1.12%
33,000
+532
28
$9.1M 1.1%
46,802
+424
29
$8.79M 1.07%
22,915
-424
30
$8.66M 1.05%
108,425
-191
31
$8.62M 1.05%
82,215
+300
32
$8.52M 1.03%
149,183
-607
33
$8.24M 1%
16,970
+382
34
$8.23M 1%
157,250
+840
35
$8.15M 0.99%
46,891
-19
36
$7.78M 0.94%
88,713
+1,119
37
$7.65M 0.93%
211,893
-235
38
$7.45M 0.9%
16,404
-23
39
$7.41M 0.9%
17,427
-320
40
$7.41M 0.9%
88,265
-108
41
$7.2M 0.87%
36,376
-416
42
$6.3M 0.76%
31,636
-1,000
43
$5.84M 0.71%
13,941
+126
44
$5.66M 0.69%
232,989
+1,439
45
$5.38M 0.65%
30,336
-477
46
$4.97M 0.6%
44,078
-187
47
$4.47M 0.54%
27,533
-44,948
48
$4M 0.49%
42,818
-152
49
$3.78M 0.46%
52,591
-47
50
$3.35M 0.41%
17,956
-452
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