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
$313M
AUM Growth
-$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.07M
3
+$1.94M
4
ILCB icon
iShares Morningstar US Equity ETF
ILCB
+$1.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$531K

Top Sells

1
+$6.6M
2
+$5.17M
3
+$3.57M
4
WAB icon
Wabtec
WAB
+$3.17M
5
CMI icon
Cummins
CMI
+$2.44M

Sector Composition

1 Healthcare 14.31%
2 Financials 11.43%
3 Consumer Discretionary 11.36%
4 Industrials 10.59%
5 Technology 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$538K 0.17%
8,164
-3,853
77
$531K 0.17%
+2,196
78
$525K 0.17%
9,310
-892
79
$516K 0.16%
19,400
-8,772
80
$513K 0.16%
5,472
81
$486K 0.16%
3,011
-311
82
$469K 0.15%
6,050
-550
83
$452K 0.14%
5,450
-1,150
84
$449K 0.14%
2,660
85
$403K 0.13%
7,761
86
$399K 0.13%
13,304
+508
87
$398K 0.13%
8,702
-4,085
88
$379K 0.12%
5,350
-1,970
89
$367K 0.12%
2,128
-522
90
$339K 0.11%
5,207
-202
91
$320K 0.1%
3,950
-395
92
$312K 0.1%
6,952
-524
93
$303K 0.1%
1,980
-2
94
$303K 0.1%
3,420
-5,644
95
$297K 0.09%
1,500
-500
96
$297K 0.09%
4,400
-1,475
97
$294K 0.09%
3,990
-271
98
$283K 0.09%
4,100
99
$281K 0.09%
3,000
-1,400
100
$276K 0.09%
2,347
1 2 3
4
5