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
$315M
AUM Growth
+$230K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.03M
3
+$2.75M
4
SYNA icon
Synaptics
SYNA
+$1.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$467K

Top Sells

1
+$10.6M
2
+$3.5M
3
+$3.15M
4
CMI icon
Cummins
CMI
+$2.53M
5
MANT
Mantech International Corp
MANT
+$599K

Sector Composition

1 Healthcare 12.64%
2 Industrials 12.08%
3 Financials 10.46%
4 Consumer Discretionary 9.99%
5 Technology 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$683K 0.22%
42,088
-243
77
$661K 0.21%
10,043
-1,145
78
$655K 0.21%
28,130
+525
79
$601K 0.19%
8,515
80
$584K 0.19%
12,787
-4,396
81
$563K 0.18%
10,202
-1,574
82
$544K 0.17%
6,600
-700
83
$543K 0.17%
6,600
-400
84
$542K 0.17%
8,141
-5,011
85
$514K 0.16%
3,322
-68,238
86
$499K 0.16%
3,621
-1,216
87
$497K 0.16%
7,320
-4,350
88
$486K 0.15%
5,472
89
$435K 0.14%
2,650
-1,590
90
$430K 0.14%
2,660
-350
91
$400K 0.13%
7,761
+1,193
92
$389K 0.12%
5,875
-1,690
93
$383K 0.12%
12,796
+1,152
94
$374K 0.12%
2,000
95
$357K 0.11%
4,400
-1,120
96
$337K 0.11%
5,409
97
$331K 0.11%
3,582
-900
98
$325K 0.1%
1,891
-451
99
$321K 0.1%
4,345
-630
100
$317K 0.1%
7,476
-472
2 3
4
5 6