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
$350M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$3.98M
3
+$2.49M
4
AAPL icon
Apple
AAPL
+$599K
5
AGN
Allergan plc
AGN
+$271K

Top Sells

1
+$6.39M
2
+$3.91M
3
+$3.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$596K
5
BA icon
Boeing
BA
+$362K

Sector Composition

1 Healthcare 14.57%
2 Financials 12.47%
3 Industrials 12.04%
4 Technology 11.56%
5 Consumer Discretionary 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.41%
9,752
-1,796
52
$1.23M 0.35%
11,733
53
$1.22M 0.35%
9,521
+209
54
$1.12M 0.32%
9,810
+203
55
$1.11M 0.32%
50,230
-1,440
56
$1.1M 0.32%
91,164
+3
57
$1.06M 0.3%
16,224
-2,263
58
$1.03M 0.3%
6,453
-1,450
59
$1.02M 0.29%
34,550
+5,142
60
$987K 0.28%
6,501
-54
61
$970K 0.28%
8,906
-77
62
$965K 0.28%
51,824
-674
63
$927K 0.26%
17,960
-520
64
$902K 0.26%
18,867
-2,512
65
$783K 0.22%
9,895
+1,538
66
$766K 0.22%
3,821
-1,167
67
$752K 0.21%
8,240
-900
68
$722K 0.21%
28,020
-710
69
$655K 0.19%
5,472
70
$626K 0.18%
6,576
-850
71
$620K 0.18%
9,955
-1,680
72
$577K 0.16%
18,485
-685
73
$559K 0.16%
15,979
-1,100
74
$517K 0.15%
7,139
-290
75
$507K 0.14%
2,660
1 2
3
4 5