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
$424M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.84M
3
+$3.2M
4
MAR icon
Marriott International
MAR
+$3.18M
5
CVCO icon
Cavco Industries
CVCO
+$2.88M

Top Sells

1
+$4.37M
2
+$2.46M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$446K
5
NKE icon
Nike
NKE
+$400K

Sector Composition

1 Technology 11.93%
2 Healthcare 11.79%
3 Consumer Discretionary 11.43%
4 Financials 10.95%
5 Industrials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$634K 0.15%
24,840
-850
77
$605K 0.14%
1,752
-528
78
$534K 0.13%
5,436
-90
79
$523K 0.12%
2,660
80
$514K 0.12%
7,504
-31,546
81
$502K 0.12%
18,086
+74
82
$495K 0.12%
6,395
83
$486K 0.11%
32,068
-19,756
84
$483K 0.11%
37,340
+1,815
85
$451K 0.11%
6,655
-300
86
$442K 0.1%
2,565
-35
87
$433K 0.1%
24,180
-4,500
88
$421K 0.1%
1,881
89
$414K 0.1%
4,625
-500
90
$393K 0.09%
4,562
91
$388K 0.09%
5,395
-715
92
$376K 0.09%
3,618
-45
93
$351K 0.08%
5,128
-647
94
$346K 0.08%
1,823
+8
95
$342K 0.08%
7,101
+62
96
$334K 0.08%
3,050
97
$332K 0.08%
1,749
-96
98
$325K 0.08%
13,729
+153
99
$318K 0.08%
3,715
-310
100
$285K 0.07%
6,088
-1,480
1 2 3
4
5