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
$183M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$4.54M
3
+$4.26M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.89M
5
WAB icon
Wabtec
WAB
+$3.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.71%
2 Healthcare 15.49%
3 Industrials 14.98%
4 Financials 9.84%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.21%
+4,887
77
$374K 0.2%
+14,265
78
$368K 0.2%
+12,765
79
$343K 0.19%
+5,875
80
$340K 0.19%
+3,050
81
$319K 0.17%
+3,680
82
$303K 0.17%
+7,553
83
$301K 0.16%
+3,232
84
$272K 0.15%
+2,745
85
$252K 0.14%
+17,794
86
$242K 0.13%
+9,099
87
$238K 0.13%
+9,170
88
$212K 0.12%
+2,462
89
$204K 0.11%
+3,210
90
$202K 0.11%
+1,820
1 2 3
4