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
$434M
AUM Growth
+$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$7.14M
3
+$5.62M
4
MAR icon
Marriott International
MAR
+$5.01M
5
AGN
Allergan plc
AGN
+$4.74M

Top Sells

1
+$6.5M
2
+$4.86M
3
+$4.15M
4
MA icon
Mastercard
MA
+$4.08M
5
IBM icon
IBM
IBM
+$4.07M

Sector Composition

1 Healthcare 14.18%
2 Industrials 12.87%
3 Technology 11.28%
4 Financials 11.21%
5 Consumer Discretionary 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$984K 0.23%
5,298
-605
77
$976K 0.23%
+26,227
78
$927K 0.21%
+8,374
79
$907K 0.21%
+10,303
80
$875K 0.2%
+5,612
81
$807K 0.19%
8,087
+1,946
82
$774K 0.18%
27,210
-130
83
$762K 0.18%
3,778
-43
84
$721K 0.17%
13,645
+5,884
85
$701K 0.16%
+16,336
86
$667K 0.15%
+11,368
87
$642K 0.15%
2,986
+326
88
$628K 0.14%
8,195
-47,720
89
$621K 0.14%
+6,200
90
$617K 0.14%
21,408
+2,923
91
$616K 0.14%
5,365
+1,850
92
$616K 0.14%
3,415
+1,055
93
$614K 0.14%
44,822
+876
94
$591K 0.14%
8,840
+760
95
$573K 0.13%
8,428
+3,301
96
$543K 0.13%
2,176
+53
97
$515K 0.12%
2,486
+546
98
$500K 0.12%
+1,879
99
$494K 0.11%
6,395
+1,045
100
$475K 0.11%
3,288
-28,142
2 3
4
5 6