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
$355M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$4.92M
3
+$312K
4
IBM icon
IBM
IBM
+$171K
5
BDX icon
Becton Dickinson
BDX
+$132K

Top Sells

1
+$4.19M
2
+$3.6M
3
+$3.07M
4
COP icon
ConocoPhillips
COP
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$1.89M

Sector Composition

1 Healthcare 15.45%
2 Industrials 12.05%
3 Financials 11.89%
4 Consumer Discretionary 11.75%
5 Technology 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.46%
10,588
-45
52
$1.55M 0.44%
8,318
-3,442
53
$1.3M 0.37%
9,312
-5,780
54
$1.23M 0.35%
7,903
-2,720
55
$1.23M 0.35%
11,733
-612
56
$1.2M 0.34%
9,607
-1,321
57
$1.19M 0.34%
18,487
-990
58
$1.17M 0.33%
51,670
-4,250
59
$1.14M 0.32%
91,161
-22,215
60
$1.13M 0.32%
21,379
-11,790
61
$1.04M 0.29%
4,988
-315
62
$999K 0.28%
6,555
-3,928
63
$995K 0.28%
52,498
-5,536
64
$995K 0.28%
8,983
-180
65
$967K 0.27%
18,480
-6,560
66
$874K 0.25%
29,408
-16,436
67
$782K 0.22%
9,140
-22,088
68
$746K 0.21%
28,730
-990
69
$745K 0.21%
11,635
-3,370
70
$732K 0.21%
7,426
-983
71
$671K 0.19%
8,357
-408
72
$624K 0.18%
5,472
-541
73
$609K 0.17%
6,730
-1,015
74
$602K 0.17%
17,079
-8,218
75
$569K 0.16%
19,170
-4,366
1 2
3
4 5