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
$563M
AUM Growth
-$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$5.05M
3
+$4.46M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.2M
5
AZTA icon
Azenta
AZTA
+$3.16M

Top Sells

1
+$6.34M
2
+$5.95M
3
+$5.54M
4
SBUX icon
Starbucks
SBUX
+$4.11M
5
AIN icon
Albany International
AIN
+$3.05M

Sector Composition

1 Technology 16.62%
2 Healthcare 13.47%
3 Financials 8.63%
4 Industrials 5.84%
5 Consumer Discretionary 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.8M 0.5%
39,070
+431
52
$2.59M 0.46%
47,891
+541
53
$2.58M 0.46%
34,499
-109
54
$2.19M 0.39%
12,598
+108
55
$2.13M 0.38%
7,689
56
$2.12M 0.38%
15,385
+366
57
$2.06M 0.37%
9,936
58
$2.04M 0.36%
26,725
-53,785
59
$1.86M 0.33%
35,715
-1,332
60
$1.69M 0.3%
3,527
+1
61
$1.47M 0.26%
36,047
+1,339
62
$1.43M 0.25%
18,414
-81,898
63
$1.35M 0.24%
7,953
-237
64
$1.33M 0.24%
6,762
+160
65
$1.14M 0.2%
8,337
+36
66
$1.08M 0.19%
9,880
-100
67
$1M 0.18%
3,574
68
$883K 0.16%
16,176
-560
69
$789K 0.14%
3,827
-181
70
$705K 0.13%
6,633
-256
71
$691K 0.12%
11,456
-3,780
72
$690K 0.12%
23,295
-475
73
$636K 0.11%
6,219
-576
74
$631K 0.11%
3,583
-2,485
75
$613K 0.11%
7,645
+370
1 2
3
4 5