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
$824M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$6.29M
3
+$5.75M
4
MBB icon
iShares MBS ETF
MBB
+$3.44M
5
WSM icon
Williams-Sonoma
WSM
+$454K

Top Sells

1
+$7.29M
2
+$1.96M
3
+$962K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$602K
5
KAI icon
Kadant
KAI
+$517K

Sector Composition

1 Technology 15.06%
2 Financials 10.64%
3 Industrials 9.54%
4 Healthcare 7.63%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.13%
6,310
+1,350
77
$1.04M 0.13%
23,491
-8,952
78
$994K 0.12%
4,015
-225
79
$945K 0.11%
3,323
-412
80
$894K 0.11%
3,925
+50
81
$883K 0.11%
19,466
-4,115
82
$782K 0.09%
2,886
83
$753K 0.09%
6,150
-404
84
$732K 0.09%
8,664
85
$722K 0.09%
3,157
86
$688K 0.08%
4,660
+600
87
$678K 0.08%
1,700
-74
88
$662K 0.08%
17,210
-1,330
89
$637K 0.08%
9,960
-150
90
$618K 0.07%
1,409
+50
91
$566K 0.07%
6,592
-2,251
92
$547K 0.07%
12,773
-922
93
$529K 0.06%
10,597
-1,333
94
$527K 0.06%
4,533
-217
95
$509K 0.06%
3,938
96
$496K 0.06%
8,572
-92
97
$493K 0.06%
5,474
-107
98
$481K 0.06%
7,590
99
$480K 0.06%
4,460
-286
100
$472K 0.06%
17,400
+6,000
2 3
4
5 6