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
$844M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.94M
3
+$7.12M
4
AAON icon
Aaon
AAON
+$6.93M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.56M

Top Sells

1
+$8.62M
2
+$7.72M
3
+$6.17M
4
TER icon
Teradyne
TER
+$5.78M
5
DBX icon
Dropbox
DBX
+$5.66M

Sector Composition

1 Technology 14.99%
2 Financials 10.22%
3 Healthcare 9.41%
4 Industrials 8.38%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.32M 1.1%
35,673
+358
27
$8.84M 1.05%
112,814
+4,389
28
$8.75M 1.04%
33,335
+335
29
$8.48M 1.01%
16,821
-149
30
$8.44M 1%
156,315
-935
31
$8.3M 0.98%
45,135
-1,667
32
$8.27M 0.98%
42,568
+40,849
33
$7.87M 0.93%
22,871
-44
34
$7.78M 0.92%
46,841
-50
35
$7.74M 0.92%
17,346
-81
36
$7.64M 0.91%
89,151
+886
37
$7.61M 0.9%
89,787
+1,074
38
$7.51M 0.89%
116,128
+63,537
39
$7.39M 0.88%
148,010
-1,173
40
$7.17M 0.85%
212,829
+936
41
$6.93M 0.82%
+79,417
42
$6.86M 0.81%
35,840
-536
43
$6.46M 0.77%
13,771
-170
44
$4.9M 0.58%
30,652
-984
45
$4.34M 0.51%
29,310
-1,026
46
$4.08M 0.48%
24,719
-2,814
47
$4.03M 0.48%
+46,974
48
$4.02M 0.48%
+32,496
49
$3.82M 0.45%
+46,169
50
$3.57M 0.42%
42,273
-545
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