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
$190M
AUM Growth
-$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.31M
3
+$965K
4
IBM icon
IBM
IBM
+$879K
5
AFL icon
Aflac
AFL
+$851K

Top Sells

1
+$2.68M
2
+$2.59M
3
+$2.44M
4
OKE icon
Oneok
OKE
+$2.22M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.18M

Sector Composition

1 Healthcare 18.31%
2 Technology 17.15%
3 Industrials 15.47%
4 Financials 10.64%
5 Energy 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.71%
11,618
+645
52
$1.27M 0.67%
11,548
53
$1.18M 0.62%
26,804
+26
54
$1.06M 0.56%
16,362
-12,254
55
$1.05M 0.55%
45,659
-20,150
56
$895K 0.47%
18,380
+1,032
57
$886K 0.47%
8,672
+765
58
$831K 0.44%
6,363
-93
59
$755K 0.4%
12,124
-13
60
$752K 0.4%
7,410
+145
61
$709K 0.37%
13,490
-148
62
$701K 0.37%
6,452
+560
63
$686K 0.36%
5,954
+104
64
$599K 0.32%
5,635
+568
65
$580K 0.31%
17,136
-6,305
66
$573K 0.3%
25,107
-12,807
67
$565K 0.3%
7,340
-2,615
68
$511K 0.27%
8,834
-1,059
69
$508K 0.27%
16,480
-2,565
70
$444K 0.23%
10,745
-6,860
71
$419K 0.22%
3,029
72
$391K 0.21%
5,170
+311
73
$374K 0.2%
13,880
74
$347K 0.18%
3,258
-235
75
$331K 0.17%
4,635
-400
1 2
3
4