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
$368M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.37M
3
+$2.78M
4
MMS icon
Maximus
MMS
+$2.68M
5
MANH icon
Manhattan Associates
MANH
+$2.61M

Top Sells

1
+$4.55M
2
+$531K
3
+$303K
4
WFM
Whole Foods Market Inc
WFM
+$256K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$254K

Sector Composition

1 Healthcare 15.07%
2 Financials 11.65%
3 Industrials 11.13%
4 Consumer Discretionary 10.17%
5 Technology 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$774K 0.21%
14,446
+6,685
77
$760K 0.21%
2,372
-102
78
$746K 0.2%
5,250
79
$745K 0.2%
29,720
+1,590
80
$736K 0.2%
+7,769
81
$719K 0.2%
+7,745
82
$718K 0.19%
9,332
+1,007
83
$703K 0.19%
+15,686
84
$679K 0.18%
8,381
+46
85
$675K 0.18%
23,536
+4,136
86
$670K 0.18%
+5,354
87
$645K 0.18%
7,955
+2,605
88
$642K 0.17%
+9,423
89
$640K 0.17%
8,765
+408
90
$633K 0.17%
6,013
+541
91
$573K 0.16%
29,852
-726
92
$559K 0.15%
9,398
+88
93
$553K 0.15%
8,082
+2,875
94
$535K 0.15%
7,664
-500
95
$534K 0.14%
2,986
+326
96
$513K 0.14%
6,420
+370
97
$511K 0.14%
10,012
+1,310
98
$502K 0.14%
3,293
+1,463
99
$491K 0.13%
3,160
+149
100
$483K 0.13%
5,800
+350
2 3
4
5 6