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
$621M
AUM Growth
+$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.67M
3
+$4.14M
4
WSM icon
Williams-Sonoma
WSM
+$4.08M
5
FDX icon
FedEx
FDX
+$2.86M

Top Sells

1
+$3.87M
2
+$3.55M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$545K
5
ZBRA icon
Zebra Technologies
ZBRA
+$451K

Sector Composition

1 Technology 18.09%
2 Healthcare 13.04%
3 Industrials 7.79%
4 Consumer Discretionary 7.58%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.45M 0.56%
134,724
+29,466
52
$3.17M 0.51%
36,695
+1,703
53
$2.78M 0.45%
45,770
-3,235
54
$2.74M 0.44%
46,167
+837
55
$2.67M 0.43%
53,088
-316
56
$2.61M 0.42%
8,160
-106
57
$2.43M 0.39%
10,036
-202
58
$2.38M 0.38%
12,344
+206
59
$2.19M 0.35%
43,314
-2,652
60
$1.92M 0.31%
8,781
-75
61
$1.84M 0.3%
8,426
-211
62
$1.81M 0.29%
12,456
+1,288
63
$1.75M 0.28%
3,906
-100
64
$1.62M 0.26%
12,180
-240
65
$1.51M 0.24%
6,774
+144
66
$1.5M 0.24%
9,316
+112
67
$1.39M 0.22%
3,888
68
$1.33M 0.21%
8,307
69
$1.28M 0.21%
17,201
+122
70
$1.24M 0.2%
6,066
-1,688
71
$1.13M 0.18%
15,288
72
$1.06M 0.17%
7,326
-1,201
73
$876K 0.14%
7,537
-215
74
$856K 0.14%
10,971
+812
75
$847K 0.14%
2,886
1 2
3
4 5