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
$243M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.44M
3
+$2.2M
4
LM
Legg Mason, Inc.
LM
+$1.47M
5
DECK icon
Deckers Outdoor
DECK
+$436K

Top Sells

1
+$3.02M
2
+$2.89M
3
+$2.75M
4
ADP icon
Automatic Data Processing
ADP
+$2.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.59M

Sector Composition

1 Healthcare 16.95%
2 Industrials 14.49%
3 Technology 11.33%
4 Financials 11.2%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.51%
18,894
-748
52
$1.04M 0.43%
20,817
-225
53
$992K 0.41%
26,620
-42,780
54
$967K 0.4%
13,111
+1,080
55
$945K 0.39%
8,463
-1,160
56
$919K 0.38%
5,830
+306
57
$859K 0.35%
28,836
+5,512
58
$780K 0.32%
7,348
-2,204
59
$749K 0.31%
6,920
-29
60
$722K 0.3%
13,349
-185
61
$687K 0.28%
10,899
-445
62
$671K 0.28%
6,250
63
$524K 0.22%
5,494
-96
64
$474K 0.2%
7,439
65
$470K 0.19%
38,109
+1,827
66
$467K 0.19%
6,104
+1,300
67
$433K 0.18%
16,140
-102,327
68
$399K 0.16%
3,010
69
$389K 0.16%
6,803
-2,525
70
$368K 0.15%
7,600
-5,300
71
$364K 0.15%
4,800
72
$355K 0.15%
3,417
+2
73
$315K 0.13%
3,831
+13
74
$302K 0.12%
3,041
+17
75
$283K 0.12%
1,860
-81
1 2
3
4