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
$824M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$6.29M
3
+$5.75M
4
MBB icon
iShares MBS ETF
MBB
+$3.44M
5
WSM icon
Williams-Sonoma
WSM
+$454K

Top Sells

1
+$7.29M
2
+$1.96M
3
+$962K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$602K
5
KAI icon
Kadant
KAI
+$517K

Sector Composition

1 Technology 15.06%
2 Financials 10.64%
3 Industrials 9.54%
4 Healthcare 7.63%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.04M 0.37%
23,705
-1,581
52
$2.81M 0.34%
9,761
53
$2.8M 0.34%
86,326
+1,154
54
$2.8M 0.34%
10,777
-68
55
$2.65M 0.32%
3,617
+7
56
$2.16M 0.26%
44,489
-739
57
$2.1M 0.25%
6,390
-1,577
58
$1.9M 0.23%
12,483
+612
59
$1.86M 0.23%
37,160
-11,993
60
$1.76M 0.21%
8,372
-310
61
$1.75M 0.21%
2,254
+4
62
$1.68M 0.2%
23,211
-4,242
63
$1.64M 0.2%
17,978
-1,013
64
$1.58M 0.19%
10,629
-76
65
$1.58M 0.19%
7,674
-30
66
$1.56M 0.19%
7,475
+1,750
67
$1.54M 0.19%
3,474
+92
68
$1.53M 0.19%
10,010
-393
69
$1.35M 0.16%
4,568
-749
70
$1.31M 0.16%
6,334
-125
71
$1.22M 0.15%
7,676
-6
72
$1.2M 0.15%
7,591
-245
73
$1.19M 0.14%
58,350
+15,900
74
$1.15M 0.14%
8,750
-496
75
$1.11M 0.13%
24,866
-1,144
1 2
3
4 5