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
$215M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$2.93M
3
+$2.06M
4
HY icon
Hyster-Yale Materials Handling
HY
+$2M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.03M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$2.21M
4
CL icon
Colgate-Palmolive
CL
+$1.39M
5
AAPL icon
Apple
AAPL
+$819K

Sector Composition

1 Healthcare 18.88%
2 Industrials 16.82%
3 Technology 13.45%
4 Financials 11.21%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.51%
9,898
+3,500
52
$1.04M 0.48%
20,932
-5,958
53
$1.03M 0.48%
+9,204
54
$1.01M 0.47%
9,552
+3,550
55
$946K 0.44%
11,341
-903
56
$872K 0.4%
+11,821
57
$855K 0.4%
8,496
-144
58
$822K 0.38%
5,423
-200
59
$810K 0.38%
16,658
+298
60
$788K 0.37%
25,972
+16,296
61
$734K 0.34%
13,490
-65
62
$645K 0.3%
+2,168
63
$637K 0.3%
6,070
-852
64
$636K 0.3%
38,536
+5,562
65
$577K 0.27%
+6,250
66
$457K 0.21%
3,305
-1,450
67
$456K 0.21%
3,010
-19
68
$456K 0.21%
5,680
+2,210
69
$425K 0.2%
+7,439
70
$401K 0.19%
4,891
+11
71
$398K 0.18%
3,552
+545
72
$383K 0.18%
14,678
-2,000
73
$357K 0.17%
+4,800
74
$331K 0.15%
+3,410
75
$326K 0.15%
+3,680
1 2
3
4 5