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
$183M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$4.54M
3
+$4.26M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.89M
5
WAB icon
Wabtec
WAB
+$3.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.71%
2 Healthcare 15.49%
3 Industrials 14.98%
4 Financials 9.84%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.99%
+84,030
52
$1.75M 0.96%
+24,447
53
$1.75M 0.95%
+48,273
54
$1.72M 0.94%
+65,845
55
$1.65M 0.9%
+33,215
56
$1.62M 0.88%
+15,960
57
$1.56M 0.85%
+79,782
58
$1.47M 0.8%
+19,640
59
$1.44M 0.78%
+37,285
60
$1.29M 0.7%
+62,272
61
$1.22M 0.66%
+32,055
62
$1.11M 0.61%
+22,873
63
$1.11M 0.61%
+12,354
64
$1.1M 0.6%
+29,940
65
$1.05M 0.58%
+26,805
66
$965K 0.53%
+44,357
67
$856K 0.47%
+8,823
68
$851K 0.46%
+16,532
69
$831K 0.45%
+16,513
70
$779K 0.42%
+9,690
71
$708K 0.39%
+5,987
72
$698K 0.38%
+17,992
73
$683K 0.37%
+6,174
74
$598K 0.33%
+14,490
75
$582K 0.32%
+6,779
1 2
3
4