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
$434M
AUM Growth
+$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$7.14M
3
+$5.62M
4
MAR icon
Marriott International
MAR
+$5.01M
5
AGN
Allergan plc
AGN
+$4.74M

Top Sells

1
+$6.5M
2
+$4.86M
3
+$4.15M
4
MA icon
Mastercard
MA
+$4.08M
5
IBM icon
IBM
IBM
+$4.07M

Sector Composition

1 Healthcare 14.18%
2 Industrials 12.87%
3 Technology 11.28%
4 Financials 11.21%
5 Consumer Discretionary 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.53%
+44,426
52
$2.23M 0.51%
26,317
-76,683
53
$2.03M 0.47%
14,706
+5,230
54
$1.95M 0.45%
14,663
+376
55
$1.91M 0.44%
13,460
+570
56
$1.82M 0.42%
+11,174
57
$1.73M 0.4%
10,138
58
$1.58M 0.36%
9,752
59
$1.5M 0.35%
113,190
+22,026
60
$1.49M 0.34%
9,914
+4,442
61
$1.49M 0.34%
13,286
-43,481
62
$1.33M 0.31%
12,743
-200
63
$1.33M 0.31%
+4,964
64
$1.3M 0.3%
+24,696
65
$1.28M 0.3%
24,061
+7,321
66
$1.26M 0.29%
10,303
+1,137
67
$1.21M 0.28%
7,933
+6,459
68
$1.16M 0.27%
48,980
-1,250
69
$1.12M 0.26%
6,622
+1,604
70
$1.09M 0.25%
10,137
-260
71
$1.09M 0.25%
44,042
+24,180
72
$1.07M 0.25%
42,359
+28,392
73
$1.05M 0.24%
51,450
+2,534
74
$1.04M 0.24%
16,669
-18
75
$996K 0.23%
38,452
+21,988
1 2
3
4 5