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
$613M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$3.82M
3
+$3.79M
4
DBX icon
Dropbox
DBX
+$3.48M
5
VNT icon
Vontier
VNT
+$3.34M

Top Sells

1
+$7.09M
2
+$5.63M
3
+$4.3M
4
MA icon
Mastercard
MA
+$2.37M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.13M

Sector Composition

1 Technology 18.6%
2 Healthcare 13.59%
3 Industrials 8.31%
4 Consumer Discretionary 7.64%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.98M 0.49%
49,005
-2,563
52
$2.81M 0.46%
45,330
+974
53
$2.7M 0.44%
105,258
+1,914
54
$2.48M 0.4%
10,238
55
$2.44M 0.4%
8,266
+6
56
$2.37M 0.39%
45,966
+139
57
$2.33M 0.38%
12,138
+81
58
$2.03M 0.33%
8,856
-976
59
$1.95M 0.32%
8,637
-166
60
$1.65M 0.27%
11,168
+1,214
61
$1.6M 0.26%
7,754
-34,375
62
$1.58M 0.26%
4,006
-431
63
$1.56M 0.25%
12,420
+200
64
$1.55M 0.25%
6,630
65
$1.52M 0.25%
9,204
-625
66
$1.38M 0.22%
3,888
+232
67
$1.38M 0.22%
8,307
-271
68
$1.32M 0.21%
8,527
-667
69
$1.27M 0.21%
17,079
-23
70
$1.19M 0.19%
3,952
+5
71
$1.11M 0.18%
15,288
72
$1.04M 0.17%
4,324
-352
73
$909K 0.15%
7,752
-39
74
$900K 0.15%
2,886
75
$857K 0.14%
26,735
+365
1 2
3
4 5