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
$651M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.85M
3
+$3.02M
4
ZTS icon
Zoetis
ZTS
+$2.36M
5
MBB icon
iShares MBS ETF
MBB
+$1.95M

Top Sells

1
+$6.76M
2
+$1.74M
3
+$603K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$527K
5
STE icon
Steris
STE
+$382K

Sector Composition

1 Technology 18.13%
2 Healthcare 11.72%
3 Industrials 7.44%
4 Financials 7.4%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.37M 0.52%
38,639
+1,185
52
$2.85M 0.44%
47,350
+1,043
53
$2.72M 0.42%
34,608
+598
54
$2.59M 0.4%
7,689
-377
55
$2.54M 0.39%
12,490
+35
56
$2.48M 0.38%
9,936
-50
57
$2.34M 0.36%
15,019
+1,410
58
$2.33M 0.36%
37,047
-4,331
59
$2.03M 0.31%
3,526
-151
60
$1.72M 0.26%
9,724
+187
61
$1.68M 0.26%
8,190
-396
62
$1.67M 0.26%
34,708
-5,362
63
$1.46M 0.22%
6,602
+59
64
$1.39M 0.21%
9,980
-1,880
65
$1.34M 0.21%
8,301
-6
66
$1.3M 0.2%
3,574
-326
67
$1.29M 0.2%
6,068
-1,081
68
$1.16M 0.18%
15,236
69
$1.11M 0.17%
16,736
-465
70
$969K 0.15%
4,008
-1,578
71
$914K 0.14%
6,795
-425
72
$812K 0.12%
23,770
-1,290
73
$758K 0.12%
13,589
-6
74
$755K 0.12%
6,889
-648
75
$738K 0.11%
2,886
1 2
3
4 5