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
$613M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$3.82M
3
+$3.79M
4
DBX icon
Dropbox
DBX
+$3.48M
5
VNT icon
Vontier
VNT
+$3.34M

Top Sells

1
+$7.09M
2
+$5.63M
3
+$4.3M
4
MA icon
Mastercard
MA
+$2.37M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.13M

Sector Composition

1 Technology 18.6%
2 Healthcare 13.59%
3 Industrials 8.31%
4 Consumer Discretionary 7.64%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$847K 0.14%
15,125
+465
77
$819K 0.13%
15,574
-107,008
78
$801K 0.13%
10,159
+818
79
$762K 0.12%
1,207
80
$675K 0.11%
12,744
+893
81
$642K 0.1%
18,153
82
$623K 0.1%
4,025
+192
83
$621K 0.1%
5,787
84
$605K 0.1%
15,646
+5,185
85
$597K 0.1%
+17,086
86
$590K 0.1%
5,634
-152
87
$581K 0.09%
4,309
+27
88
$577K 0.09%
4,225
-31,505
89
$548K 0.09%
16,919
+1,000
90
$547K 0.09%
24,707
-420
91
$481K 0.08%
5,907
-241
92
$473K 0.08%
1,203
+5
93
$456K 0.07%
13,836
-1,764
94
$452K 0.07%
6,207
+721
95
$449K 0.07%
917
+1
96
$435K 0.07%
3,733
+234
97
$434K 0.07%
6,603
+362
98
$431K 0.07%
4,117
+1,069
99
$413K 0.07%
1,787
+5
100
$410K 0.07%
3,637
2 3
4
5 6