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
$315M
AUM Growth
+$230K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.03M
3
+$2.75M
4
SYNA icon
Synaptics
SYNA
+$1.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$467K

Top Sells

1
+$10.6M
2
+$3.5M
3
+$3.15M
4
CMI icon
Cummins
CMI
+$2.53M
5
MANT
Mantech International Corp
MANT
+$599K

Sector Composition

1 Healthcare 12.64%
2 Industrials 12.08%
3 Financials 10.46%
4 Consumer Discretionary 9.99%
5 Technology 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.48%
6,392
-340
52
$1.52M 0.48%
11,548
53
$1.44M 0.46%
29,477
-1,885
54
$1.42M 0.45%
11,398
-292
55
$1.36M 0.43%
6,228
-335
56
$1.35M 0.43%
12,557
-475
57
$1.33M 0.42%
11,063
-605
58
$1.31M 0.42%
9,588
-1,310
59
$1.2M 0.38%
11,374
+4,426
60
$1.11M 0.35%
98,898
-11,421
61
$1.08M 0.34%
52,495
+810
62
$1.05M 0.34%
19,487
-215
63
$1.01M 0.32%
46,961
-8,168
64
$962K 0.31%
28,317
-5,338
65
$960K 0.31%
55,290
-176
66
$929K 0.3%
8,528
-30
67
$910K 0.29%
12,017
-2,720
68
$880K 0.28%
9,656
-529
69
$877K 0.28%
9,064
-2,813
70
$876K 0.28%
15,585
-1,240
71
$825K 0.26%
19,880
-1,960
72
$797K 0.25%
8,873
-607
73
$747K 0.24%
9,625
-1,165
74
$745K 0.24%
28,172
-2,470
75
$691K 0.22%
5,250
1 2
3
4 5