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
$350M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$3.98M
3
+$2.49M
4
AAPL icon
Apple
AAPL
+$599K
5
AGN
Allergan plc
AGN
+$271K

Top Sells

1
+$6.39M
2
+$3.91M
3
+$3.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$596K
5
BA icon
Boeing
BA
+$362K

Sector Composition

1 Healthcare 14.57%
2 Financials 12.47%
3 Industrials 12.04%
4 Technology 11.56%
5 Consumer Discretionary 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$488K 0.14%
5,565
-185
77
$486K 0.14%
6,105
-625
78
$446K 0.13%
5,627
-286
79
$430K 0.12%
2,249
-538
80
$428K 0.12%
43,398
-422
81
$423K 0.12%
5,125
-1,225
82
$421K 0.12%
5,582
83
$407K 0.12%
4,680
+2,260
84
$402K 0.11%
14,914
-115,192
85
$392K 0.11%
7,761
86
$390K 0.11%
6,400
-940
87
$363K 0.1%
5,212
88
$355K 0.1%
8,164
+1,932
89
$339K 0.1%
1,987
+28
90
$307K 0.09%
3,700
-800
91
$299K 0.09%
5,748
-1,054
92
$286K 0.08%
3,360
-230
93
$277K 0.08%
1,255
-245
94
$269K 0.08%
1,750
95
$259K 0.07%
1,655
96
$248K 0.07%
1,392
+2
97
$247K 0.07%
2,660
-840
98
$233K 0.07%
2,347
99
$228K 0.07%
15,165
-7,565
100
$224K 0.06%
5,661
-1,704
1 2 3
4
5