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
$621M
AUM Growth
+$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.67M
3
+$4.14M
4
WSM icon
Williams-Sonoma
WSM
+$4.08M
5
FDX icon
FedEx
FDX
+$2.86M

Top Sells

1
+$3.87M
2
+$3.55M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$545K
5
ZBRA icon
Zebra Technologies
ZBRA
+$451K

Sector Composition

1 Technology 18.09%
2 Healthcare 13.04%
3 Industrials 7.79%
4 Consumer Discretionary 7.58%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$812K 0.13%
15,028
-97
77
$794K 0.13%
25,060
-1,675
78
$690K 0.11%
3,135
-1,189
79
$688K 0.11%
12,647
-97
80
$685K 0.11%
1,102
-105
81
$643K 0.1%
18,153
82
$633K 0.1%
3,864
+1,883
83
$632K 0.1%
16,433
+787
84
$616K 0.1%
5,787
85
$584K 0.09%
17,086
86
$571K 0.09%
5,521
-113
87
$556K 0.09%
11,823
-3,751
88
$547K 0.09%
24,737
+30
89
$495K 0.08%
917
90
$493K 0.08%
15,263
-1,656
91
$475K 0.08%
3,394
-915
92
$472K 0.08%
1,198
-5
93
$457K 0.07%
2,976
-1,049
94
$443K 0.07%
5,858
-49
95
$437K 0.07%
2,950
-1,275
96
$437K 0.07%
6,656
+53
97
$422K 0.07%
5,796
-411
98
$418K 0.07%
3,648
-85
99
$408K 0.07%
11,756
-2,080
100
$397K 0.06%
3,691
2 3
4
5 6