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
$424M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.84M
3
+$3.2M
4
MAR icon
Marriott International
MAR
+$3.18M
5
CVCO icon
Cavco Industries
CVCO
+$2.88M

Top Sells

1
+$4.37M
2
+$2.46M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$446K
5
NKE icon
Nike
NKE
+$400K

Sector Composition

1 Technology 11.93%
2 Healthcare 11.79%
3 Consumer Discretionary 11.43%
4 Financials 10.95%
5 Industrials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.66M 0.39%
10,552
52
$1.55M 0.37%
27,029
-95
53
$1.48M 0.35%
22,768
+4,111
54
$1.47M 0.35%
3,855
-771
55
$1.46M 0.35%
6,038
-397
56
$1.46M 0.34%
12,369
+4,935
57
$1.44M 0.34%
47,802
-2,770
58
$1.43M 0.34%
13,509
-2,724
59
$1.28M 0.3%
9,171
+145
60
$1.22M 0.29%
9,947
-991
61
$1.21M 0.28%
14,325
-4,753
62
$1.13M 0.27%
7,238
+165
63
$1.13M 0.27%
7,813
+2
64
$1.11M 0.26%
9,981
65
$1.1M 0.26%
87,192
+198
66
$1.09M 0.26%
48,110
67
$1.03M 0.24%
8,357
-207
68
$916K 0.22%
+8,125
69
$915K 0.22%
15,600
-180
70
$880K 0.21%
47,262
+474
71
$846K 0.2%
14,313
-735
72
$813K 0.19%
3,733
-40
73
$793K 0.19%
4,413
-700
74
$775K 0.18%
17,984
+12,376
75
$737K 0.17%
18,044
-10,908
1 2
3
4 5