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
$368M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.37M
3
+$2.78M
4
MMS icon
Maximus
MMS
+$2.68M
5
MANH icon
Manhattan Associates
MANH
+$2.61M

Top Sells

1
+$4.55M
2
+$531K
3
+$303K
4
WFM
Whole Foods Market Inc
WFM
+$256K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$254K

Sector Composition

1 Healthcare 15.07%
2 Financials 11.65%
3 Industrials 11.13%
4 Consumer Discretionary 10.17%
5 Technology 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.52%
11,760
+2,973
52
$1.64M 0.45%
33,169
+7,547
53
$1.61M 0.44%
11,548
54
$1.55M 0.42%
10,483
+1,111
55
$1.54M 0.42%
10,623
-446
56
$1.44M 0.39%
10,633
57
$1.41M 0.38%
+25,596
58
$1.38M 0.37%
45,844
+32,540
59
$1.33M 0.36%
113,376
+20,364
60
$1.31M 0.36%
12,345
+15
61
$1.28M 0.35%
10,928
+387
62
$1.21M 0.33%
19,477
+140
63
$1.2M 0.33%
25,040
+5,340
64
$1.2M 0.33%
55,920
+3,425
65
$1.14M 0.31%
5,303
-320
66
$1.05M 0.29%
58,034
+2,744
67
$1.02M 0.28%
9,163
+13
68
$1M 0.27%
+8,058
69
$990K 0.27%
+26,227
70
$892K 0.24%
15,005
+845
71
$861K 0.23%
25,297
+2,061
72
$814K 0.22%
+11,368
73
$813K 0.22%
8,941
+814
74
$804K 0.22%
45,115
+1,138
75
$787K 0.21%
8,409
-306
1 2
3
4 5