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
$543M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.75M
3
+$4.41M
4
CSCO icon
Cisco
CSCO
+$3.91M
5
ACN icon
Accenture
ACN
+$3.77M

Top Sells

1
+$10.2M
2
+$4.42M
3
+$759K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$392K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$371K

Sector Composition

1 Technology 17.76%
2 Healthcare 11.83%
3 Financials 7.58%
4 Industrials 6.67%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$637K 0.12%
11,006
-450
77
$630K 0.12%
3,789
-38
78
$612K 0.11%
3,583
79
$596K 0.11%
2,886
80
$568K 0.1%
6,530
-50,783
81
$509K 0.09%
6,129
-90
82
$508K 0.09%
17,472
83
$505K 0.09%
2,292
+103
84
$466K 0.09%
23,089
-1,952
85
$451K 0.08%
6,413
-1,232
86
$438K 0.08%
3,047
-496
87
$435K 0.08%
3,449
+23
88
$408K 0.08%
17,054
89
$380K 0.07%
7,145
-582
90
$376K 0.07%
3,507
91
$360K 0.07%
1,955
+876
92
$359K 0.07%
2,656
93
$323K 0.06%
2,405
-91
94
$306K 0.06%
939
-25
95
$303K 0.06%
3,954
+132
96
$303K 0.06%
1,613
97
$298K 0.05%
3,142
-725
98
$288K 0.05%
5,747
99
$287K 0.05%
4,033
+23
100
$283K 0.05%
3,726
-165
2 3
4
5 6