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
$243M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.44M
3
+$2.2M
4
LM
Legg Mason, Inc.
LM
+$1.47M
5
DECK icon
Deckers Outdoor
DECK
+$436K

Top Sells

1
+$3.02M
2
+$2.89M
3
+$2.75M
4
ADP icon
Automatic Data Processing
ADP
+$2.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.59M

Sector Composition

1 Healthcare 16.95%
2 Industrials 14.49%
3 Technology 11.33%
4 Financials 11.2%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$274K 0.11%
2,742
77
$267K 0.11%
6,568
78
$252K 0.1%
1,874
-250
79
$235K 0.1%
+1,870
80
$234K 0.1%
4,100
81
$223K 0.09%
10,544
-1,283
82
$219K 0.09%
3,524
83
$203K 0.08%
+3,520
84
$201K 0.08%
1,339
+4
85
$201K 0.08%
+1,504
86
$123K 0.05%
10,001
87
– –
-30,699
88
– –
-2,755
89
– –
-9,502
90
– –
-39,970
91
– –
-2,615
92
– –
-17,621
93
– –
-8,450
1 2 3
4