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
$352M
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.77M
3
+$3.74M
4
CMI icon
Cummins
CMI
+$2.57M
5
EBIX
Ebix Inc
EBIX
+$1.92M

Top Sells

1
+$5.16M
2
+$3.86M
3
+$3.67M
4
AAPL icon
Apple
AAPL
+$2.69M
5
WAB icon
Wabtec
WAB
+$2.67M

Sector Composition

1 Healthcare 13.86%
2 Financials 11.27%
3 Technology 10.39%
4 Industrials 10.19%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.42%
10,552
+800
52
$1.41M 0.4%
19,078
-7,239
53
$1.41M 0.4%
27,124
+10,455
54
$1.41M 0.4%
9,964
-174
55
$1.31M 0.37%
6,435
-3,695
56
$1.26M 0.36%
47,744
+9,292
57
$1.21M 0.34%
10,938
-2,348
58
$1.17M 0.33%
9,026
-5,680
59
$1.1M 0.31%
18,657
+10,229
60
$1.09M 0.31%
9,981
-156
61
$1.07M 0.3%
+28,952
62
$997K 0.28%
7,811
-40,441
63
$985K 0.28%
86,994
-26,196
64
$977K 0.28%
48,110
-870
65
$933K 0.26%
7,073
-2,841
66
$932K 0.26%
8,564
-1,739
67
$846K 0.24%
15,048
-9,013
68
$817K 0.23%
15,780
-24,700
69
$789K 0.22%
5,113
-185
70
$768K 0.22%
46,788
-4,662
71
$764K 0.22%
3,773
-5
72
$755K 0.21%
7,434
-24,050
73
$690K 0.2%
+2,280
74
$619K 0.18%
51,824
-323,452
75
$584K 0.17%
25,690
-1,520
1 2
3
4 5