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
$352M
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.77M
3
+$3.74M
4
CMI icon
Cummins
CMI
+$2.57M
5
EBIX
Ebix Inc
EBIX
+$1.92M

Top Sells

1
+$5.16M
2
+$3.86M
3
+$3.67M
4
AAPL icon
Apple
AAPL
+$2.69M
5
WAB icon
Wabtec
WAB
+$2.67M

Sector Composition

1 Healthcare 13.86%
2 Financials 11.27%
3 Technology 10.39%
4 Industrials 10.19%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$494K 0.14%
5,526
-2,561
77
$465K 0.13%
18,012
-3,396
78
$447K 0.13%
2,660
-326
79
$442K 0.13%
+6,395
80
$421K 0.12%
6,955
-1,885
81
$418K 0.12%
2,600
-815
82
$416K 0.12%
+5,125
83
$407K 0.12%
+6,110
84
$391K 0.11%
+28,680
85
$366K 0.1%
35,525
-9,297
86
$359K 0.1%
1,845
-641
87
$358K 0.1%
7,568
-664
88
$351K 0.1%
4,562
-639
89
$350K 0.1%
1,881
-295
90
$345K 0.1%
5,775
-2,420
91
$337K 0.1%
3,663
-1,011
92
$330K 0.09%
4,692
-38,021
93
$322K 0.09%
1,815
-907
94
$322K 0.09%
7,039
-6,606
95
$314K 0.09%
4,025
-853
96
$293K 0.08%
13,576
-28,783
97
$282K 0.08%
3,050
-2,315
98
$260K 0.07%
1,516
-447
99
$250K 0.07%
3,096
-1,522
100
$246K 0.07%
2,675
-511
2 3
4
5 6