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
$313M
AUM Growth
-$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.07M
3
+$1.94M
4
ILCB icon
iShares Morningstar US Equity ETF
ILCB
+$1.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$531K

Top Sells

1
+$6.6M
2
+$5.17M
3
+$3.57M
4
WAB icon
Wabtec
WAB
+$3.17M
5
CMI icon
Cummins
CMI
+$2.44M

Sector Composition

1 Healthcare 14.31%
2 Financials 11.43%
3 Consumer Discretionary 11.36%
4 Industrials 10.59%
5 Technology 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.42%
10,633
-430
52
$1.3M 0.42%
12,330
+956
53
$1.29M 0.41%
9,740
-1,658
54
$1.17M 0.37%
5,623
-605
55
$1.14M 0.37%
25,622
-3,855
56
$1.12M 0.36%
19,337
-150
57
$1.1M 0.35%
10,541
-2,016
58
$1.08M 0.35%
52,495
59
$1.05M 0.34%
93,012
-5,886
60
$1.01M 0.32%
9,150
+622
61
$961K 0.31%
55,290
62
$895K 0.29%
19,700
-180
63
$818K 0.26%
14,160
-1,425
64
$804K 0.26%
8,715
-941
65
$782K 0.25%
2,474
-20,882
66
$778K 0.25%
23,236
-5,081
67
$729K 0.23%
5,250
68
$708K 0.23%
8,127
-746
69
$666K 0.21%
28,130
70
$651K 0.21%
8,335
-1,290
71
$642K 0.21%
8,357
-158
72
$627K 0.2%
9,100
-943
73
$623K 0.2%
8,325
+184
74
$608K 0.19%
43,977
+1,889
75
$586K 0.19%
30,578
-16,383
1 2
3
4 5