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
$699M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$7.3M
3
+$4.99M
4
WSM icon
Williams-Sonoma
WSM
+$2.69M
5
DIS icon
Walt Disney
DIS
+$1.69M

Top Sells

1
+$3.46M
2
+$2.67M
3
+$726K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$610K
5
AAPL icon
Apple
AAPL
+$589K

Sector Composition

1 Technology 18.67%
2 Healthcare 11.94%
3 Consumer Discretionary 7.96%
4 Industrials 7.68%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$846K 0.12%
2,886
77
$727K 0.1%
13,992
-1,036
78
$683K 0.1%
17,403
-750
79
$638K 0.09%
5,787
80
$635K 0.09%
964
-138
81
$629K 0.09%
3,972
+108
82
$610K 0.09%
16,163
-270
83
$603K 0.09%
17,086
84
$566K 0.08%
25,591
+854
85
$562K 0.08%
873
-44
86
$557K 0.08%
3,405
+11
87
$547K 0.08%
6,409
+551
88
$527K 0.08%
1,208
+10
89
$492K 0.07%
7,449
+793
90
$492K 0.07%
4,392
-1,129
91
$482K 0.07%
2,395
-740
92
$481K 0.07%
9,223
-2,600
93
$464K 0.07%
5,512
-284
94
$456K 0.07%
2,656
-320
95
$446K 0.06%
11,756
96
$435K 0.06%
3,548
-100
97
$431K 0.06%
2,012
+118
98
$424K 0.06%
1,641
99
$414K 0.06%
3,528
+35
100
$403K 0.06%
2,437
-513
2 3
4
5 6