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
$224M
AUM Growth
-$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.48M
3
+$1.51M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.3M
5
BIIB icon
Biogen
BIIB
+$452K

Top Sells

1
+$260K
2
+$249K
3
+$223K
4
RYN icon
Rayonier
RYN
+$222K
5
CVGW icon
Calavo Growers
CVGW
+$213K

Sector Composition

1 Healthcare 17.01%
2 Industrials 14.2%
3 Technology 13.26%
4 Financials 10.96%
5 Consumer Discretionary 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.61%
97,909
-16,085
52
$1.24M 0.55%
11,548
53
$1.18M 0.53%
10,778
-420
54
$1.08M 0.48%
9,898
55
$1.02M 0.45%
21,312
+1,310
56
$1.01M 0.45%
9,552
57
$929K 0.41%
13,471
+1,988
58
$784K 0.35%
5,424
+1
59
$704K 0.31%
7,539
-318
60
$693K 0.31%
13,490
61
$683K 0.3%
11,912
+89
62
$662K 0.3%
11,821
63
$640K 0.29%
14,701
-320
64
$618K 0.28%
2,118
+1,548
65
$605K 0.27%
21,612
-1,900
66
$601K 0.27%
43,536
+1,845
67
$588K 0.26%
6,250
68
$565K 0.25%
7,875
+1,300
69
$442K 0.2%
5,609
-635
70
$426K 0.19%
7,439
71
$403K 0.18%
3,010
72
$397K 0.18%
2,855
73
$378K 0.17%
3,552
74
$360K 0.16%
13,898
-780
75
$335K 0.15%
4,804
1 2
3
4