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
$844M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.94M
3
+$7.12M
4
AAON icon
Aaon
AAON
+$6.93M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.56M

Top Sells

1
+$8.62M
2
+$7.72M
3
+$6.17M
4
TER icon
Teradyne
TER
+$5.78M
5
DBX icon
Dropbox
DBX
+$5.66M

Sector Composition

1 Technology 14.99%
2 Financials 10.22%
3 Healthcare 9.41%
4 Industrials 8.38%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.41M 0.4%
+36,969
52
$3.29M 0.39%
+23,050
53
$3.08M 0.36%
22,824
-881
54
$3.06M 0.36%
3,604
-13
55
$3.03M 0.36%
16,660
-1,296
56
$2.97M 0.35%
+21,088
57
$2.9M 0.34%
9,761
58
$2.84M 0.34%
10,624
-153
59
$2.27M 0.27%
12,395
-88
60
$2.04M 0.24%
2,253
-1
61
$2.01M 0.24%
3,701
-14,226
62
$1.81M 0.21%
36,602
-558
63
$1.7M 0.2%
8,372
64
$1.69M 0.2%
7,475
65
$1.66M 0.2%
3,474
66
$1.64M 0.19%
7,645
-29
67
$1.62M 0.19%
21,572
-1,639
68
$1.62M 0.19%
5,516
-874
69
$1.49M 0.18%
6,333
-1
70
$1.37M 0.16%
17,649
-329
71
$1.36M 0.16%
9,935
-75
72
$1.32M 0.16%
10,464
-165
73
$1.25M 0.15%
4,503
-65
74
$1.22M 0.14%
58,350
75
$1.17M 0.14%
7,676
1 2
3
4 5