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
$355M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$4.92M
3
+$312K
4
IBM icon
IBM
IBM
+$171K
5
BDX icon
Becton Dickinson
BDX
+$132K

Top Sells

1
+$4.19M
2
+$3.6M
3
+$3.07M
4
COP icon
ConocoPhillips
COP
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$1.89M

Sector Composition

1 Healthcare 15.45%
2 Industrials 12.05%
3 Financials 11.89%
4 Consumer Discretionary 11.75%
5 Technology 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$568K 0.16%
43,820
-1,295
77
$559K 0.16%
7,429
-1,903
78
$544K 0.15%
6,350
-2,031
79
$543K 0.15%
5,913
-3,028
80
$534K 0.15%
5,750
-670
81
$497K 0.14%
2,660
-326
82
$449K 0.13%
7,340
-2,058
83
$436K 0.12%
2,787
-373
84
$416K 0.12%
7,761
-6,685
85
$411K 0.12%
22,730
-7,122
86
$400K 0.11%
5,582
-2,373
87
$386K 0.11%
4,500
-1,300
88
$366K 0.1%
5,212
-2,870
89
$341K 0.1%
1,959
-422
90
$339K 0.1%
6,802
-3,210
91
$322K 0.09%
3,500
-1,200
92
$309K 0.09%
2,700
-700
93
$305K 0.09%
1,500
-193
94
$302K 0.09%
7,365
-168
95
$293K 0.08%
3,590
-591
96
$286K 0.08%
6,232
-959
97
$285K 0.08%
1,655
-1,327
98
$270K 0.08%
1,750
-1,543
99
$263K 0.07%
1,390
-601
100
$260K 0.07%
3,150
-1,005
2 3
4
5 6