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
$699M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$7.3M
3
+$4.99M
4
WSM icon
Williams-Sonoma
WSM
+$2.69M
5
DIS icon
Walt Disney
DIS
+$1.69M

Top Sells

1
+$3.46M
2
+$2.67M
3
+$726K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$610K
5
AAPL icon
Apple
AAPL
+$589K

Sector Composition

1 Technology 18.67%
2 Healthcare 11.94%
3 Consumer Discretionary 7.96%
4 Industrials 7.68%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.34M 0.48%
8,066
-94
52
$3.24M 0.46%
105,483
-2,350
53
$2.82M 0.4%
46,307
+140
54
$2.75M 0.39%
41,378
-4,392
55
$2.74M 0.39%
12,455
+111
56
$2.64M 0.38%
9,986
-50
57
$2.13M 0.31%
13,609
+1,153
58
$2.09M 0.3%
3,677
-229
59
$2.05M 0.29%
40,070
-3,244
60
$1.91M 0.27%
8,586
-195
61
$1.72M 0.25%
11,860
-320
62
$1.63M 0.23%
9,537
+221
63
$1.62M 0.23%
7,149
-1,277
64
$1.55M 0.22%
3,900
+12
65
$1.42M 0.2%
6,543
-231
66
$1.38M 0.2%
8,307
67
$1.36M 0.19%
5,586
-480
68
$1.27M 0.18%
15,236
-52
69
$1.26M 0.18%
17,201
70
$1.2M 0.17%
7,220
-106
71
$905K 0.13%
+37,000
72
$876K 0.13%
7,537
73
$861K 0.12%
13,595
+948
74
$861K 0.12%
25,060
75
$851K 0.12%
10,822
-149
1 2
3
4 5