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
$411M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$5.49M
3
+$4.76M
4
HLI icon
Houlihan Lokey
HLI
+$3.29M
5
ABMD
Abiomed Inc
ABMD
+$3.14M

Top Sells

1
+$30.6M
2
+$11.9M
3
+$7.1M
4
AAPL icon
Apple
AAPL
+$5.18M
5
THO icon
Thor Industries
THO
+$5.04M

Sector Composition

1 Technology 15%
2 Healthcare 14.93%
3 Consumer Discretionary 9.86%
4 Industrials 9.35%
5 Financials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.39%
11,110
+4,781
52
$1.56M 0.38%
5,142
-562
53
$1.47M 0.36%
7,611
-68
54
$1.28M 0.31%
9,678
+185
55
$1.21M 0.3%
8,613
+855
56
$1.01M 0.25%
6,452
-368
57
$959K 0.23%
17,885
-4,701
58
$948K 0.23%
9,666
-1,440
59
$917K 0.22%
9,408
-668
60
$893K 0.22%
7,737
-21
61
$872K 0.21%
12,340
-800
62
$812K 0.2%
3,281
63
$795K 0.19%
7,368
64
$769K 0.19%
4,008
+355
65
$749K 0.18%
14,444
-2,680
66
$711K 0.17%
12,892
-274
67
$636K 0.15%
29,375
-8,800
68
$597K 0.15%
2,886
69
$561K 0.14%
9,216
-3,044
70
$523K 0.13%
25,132
-1,568
71
$515K 0.13%
10,351
-2,523
72
$487K 0.12%
6,653
+300
73
$486K 0.12%
14,616
-1,170
74
$481K 0.12%
5,787
+142
75
$462K 0.11%
3,862
+71
1 2
3
4 5