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
$651M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.85M
3
+$3.02M
4
ZTS icon
Zoetis
ZTS
+$2.36M
5
MBB icon
iShares MBS ETF
MBB
+$1.95M

Top Sells

1
+$6.76M
2
+$1.74M
3
+$603K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$527K
5
STE icon
Steris
STE
+$382K

Sector Composition

1 Technology 18.13%
2 Healthcare 11.72%
3 Industrials 7.44%
4 Financials 7.4%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$707K 0.11%
13,881
-111
77
$644K 0.1%
17,403
78
$629K 0.1%
8,543
-2,279
79
$576K 0.09%
3,535
+7
80
$569K 0.09%
26,124
+533
81
$557K 0.09%
5,787
82
$552K 0.08%
7,275
+866
83
$527K 0.08%
964
84
$522K 0.08%
3,415
+10
85
$487K 0.07%
7,694
+245
86
$480K 0.07%
13,663
-2,500
87
$459K 0.07%
3,369
-603
88
$449K 0.07%
3,507
-41
89
$438K 0.07%
6,357
90
$436K 0.07%
2,277
-118
91
$434K 0.07%
3,867
-525
92
$431K 0.07%
2,656
93
$428K 0.07%
1,974
+96
94
$410K 0.06%
4,862
-650
95
$405K 0.06%
2,496
96
$405K 0.06%
1,888
-124
97
$359K 0.06%
11,456
-300
98
$345K 0.05%
3,936
99
$326K 0.05%
12,507
+1,653
100
$326K 0.05%
1,613
-28
2 3
4
5 6