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
$543M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.75M
3
+$4.41M
4
CSCO icon
Cisco
CSCO
+$3.91M
5
ACN icon
Accenture
ACN
+$3.77M

Top Sells

1
+$10.2M
2
+$4.42M
3
+$759K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$392K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$371K

Sector Composition

1 Technology 17.76%
2 Healthcare 11.83%
3 Financials 7.58%
4 Industrials 6.67%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.01M 0.55%
77,951
+2,939
52
$2.88M 0.53%
+17,239
53
$2.52M 0.46%
14,062
-2,185
54
$2.51M 0.46%
19,495
+4,110
55
$2.49M 0.46%
35,537
+1,038
56
$2.45M 0.45%
38,571
-499
57
$2.39M 0.44%
48,701
+810
58
$2.23M 0.41%
26,413
-312
59
$2.1M 0.39%
12,386
-212
60
$1.99M 0.37%
10,065
+129
61
$1.89M 0.35%
43,992
+138
62
$1.75M 0.32%
35,444
-271
63
$1.64M 0.3%
3,477
-50
64
$1.44M 0.26%
18,337
-77
65
$1.42M 0.26%
8,636
+683
66
$1.27M 0.23%
35,034
-1,013
67
$1.21M 0.22%
6,808
+46
68
$1.07M 0.2%
8,326
-11
69
$1.02M 0.19%
10,586
+706
70
$866K 0.16%
3,239
-335
71
$789K 0.15%
16,176
72
$690K 0.13%
12,316
+3,156
73
$680K 0.13%
6,633
74
$647K 0.12%
23,295
75
$642K 0.12%
11,431
-180,917
1 2
3
4 5