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
$376M
AUM Growth
-$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$7.55M
3
+$7.39M
4
AIN icon
Albany International
AIN
+$5.56M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.92M

Top Sells

1
+$7.01M
2
+$7M
3
+$5.55M
4
JWN
Nordstrom
JWN
+$5.46M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.76M

Sector Composition

1 Healthcare 15.08%
2 Technology 13.81%
3 Consumer Discretionary 10.44%
4 Industrials 9.09%
5 Financials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.3%
9,493
-302
52
$1.02M 0.27%
7,758
-771
53
$1.01M 0.27%
22,586
-1,250
54
$919K 0.24%
11,106
-938
55
$879K 0.23%
6,820
-595
56
$877K 0.23%
7,758
-775
57
$827K 0.22%
10,076
-1,055
58
$783K 0.21%
7,368
-2,254
59
$764K 0.2%
13,140
-2,160
60
$726K 0.19%
3,653
61
$724K 0.19%
6,329
-484
62
$707K 0.19%
17,124
-36
63
$707K 0.19%
13,166
+159
64
$706K 0.19%
38,175
-6,985
65
$655K 0.17%
12,260
-6,215
66
$629K 0.17%
12,874
-9,208
67
$625K 0.17%
3,281
-150
68
$523K 0.14%
15,786
-20,658
69
$488K 0.13%
2,758
-902
70
$457K 0.12%
26,700
-1,372
71
$456K 0.12%
2,886
72
$422K 0.11%
6,353
-72
73
$417K 0.11%
3,791
-139
74
$401K 0.11%
5,645
-750
75
$382K 0.1%
17,946
-3,624
1 2
3
4 5