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
$563M
AUM Growth
-$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$5.05M
3
+$4.46M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.2M
5
AZTA icon
Azenta
AZTA
+$3.16M

Top Sells

1
+$6.34M
2
+$5.95M
3
+$5.54M
4
SBUX icon
Starbucks
SBUX
+$4.11M
5
AIN icon
Albany International
AIN
+$3.05M

Sector Composition

1 Technology 16.62%
2 Healthcare 13.47%
3 Financials 8.63%
4 Industrials 5.84%
5 Consumer Discretionary 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$601K 0.11%
11,842
-2,039
77
$595K 0.11%
2,886
78
$572K 0.1%
9,160
+617
79
$537K 0.1%
17,472
+69
80
$513K 0.09%
3,543
+8
81
$508K 0.09%
25,041
-1,083
82
$493K 0.09%
3,426
+11
83
$471K 0.08%
2,189
+215
84
$454K 0.08%
17,054
+4,547
85
$445K 0.08%
7,727
+33
86
$429K 0.08%
10,060
-3,529
87
$413K 0.07%
3,507
88
$393K 0.07%
3,867
89
$382K 0.07%
2,496
90
$381K 0.07%
2,656
91
$371K 0.07%
12,807
-856
92
$338K 0.06%
964
93
$329K 0.06%
3,891
-45
94
$323K 0.06%
5,747
-610
95
$314K 0.06%
1,721
-167
96
$311K 0.06%
11,456
97
$309K 0.05%
4,010
+22
98
$293K 0.05%
2,580
99
$289K 0.05%
2,760
100
$288K 0.05%
3,822
+420
2 3
4
5 6