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
$437M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$5.51M
3
+$3.12M
4
TER icon
Teradyne
TER
+$2.89M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.57M

Top Sells

1
+$12.9M
2
+$4.92M
3
+$4.74M
4
HY icon
Hyster-Yale Materials Handling
HY
+$4.48M
5
SYNA icon
Synaptics
SYNA
+$3.17M

Sector Composition

1 Consumer Discretionary 12.74%
2 Healthcare 11.82%
3 Technology 11.79%
4 Financials 11.49%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.34%
22,768
52
$1.36M 0.31%
3,726
-129
53
$1.35M 0.31%
43,814
-3,988
54
$1.34M 0.31%
11,156
-2,793
55
$1.26M 0.29%
7,238
56
$1.25M 0.29%
9,526
-421
57
$1.22M 0.28%
8,747
-424
58
$1.16M 0.26%
88,815
+1,623
59
$1.16M 0.26%
7,714
-99
60
$1.16M 0.26%
13,772
-553
61
$1.14M 0.26%
10,737
-2,772
62
$1.12M 0.26%
48,110
63
$1.03M 0.24%
6,629
-5,700
64
$986K 0.23%
8,719
-1,262
65
$963K 0.22%
8,262
+137
66
$924K 0.21%
7,423
-934
67
$907K 0.21%
6,770
-5,599
68
$887K 0.2%
3,723
-10
69
$807K 0.18%
14,940
-660
70
$806K 0.18%
17,984
71
$774K 0.18%
13,554
-759
72
$744K 0.17%
39,454
-7,808
73
$705K 0.16%
3,773
-640
74
$580K 0.13%
2,886
+226
75
$562K 0.13%
22,025
-2,815
1 2
3
4 5