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
$190M
AUM Growth
-$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.31M
3
+$965K
4
IBM icon
IBM
IBM
+$879K
5
AFL icon
Aflac
AFL
+$851K

Top Sells

1
+$2.68M
2
+$2.59M
3
+$2.44M
4
OKE icon
Oneok
OKE
+$2.22M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.18M

Sector Composition

1 Healthcare 18.31%
2 Technology 17.15%
3 Industrials 15.47%
4 Financials 10.64%
5 Energy 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$271K 0.14%
6,290
-545
77
$259K 0.14%
3,020
+68
78
$253K 0.13%
3,000
-69
79
$250K 0.13%
7,090
-700
80
$237K 0.12%
1,882
-87
81
$230K 0.12%
5,640
-10,230
82
$229K 0.12%
14,001
-3,793
83
$227K 0.12%
4,304
84
$226K 0.12%
2,245
-550
85
$219K 0.12%
8,000
86
$218K 0.11%
5,155
-3,361
87
$209K 0.11%
8,260
-2,659
88
– –
-18,343
89
– –
-2,965
90
– –
-29,465
91
– –
-37,395
92
– –
-11,658
1 2 3
4