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
$844M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.94M
3
+$7.12M
4
AAON icon
Aaon
AAON
+$6.93M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.56M

Top Sells

1
+$8.62M
2
+$7.72M
3
+$6.17M
4
TER icon
Teradyne
TER
+$5.78M
5
DBX icon
Dropbox
DBX
+$5.66M

Sector Composition

1 Technology 14.99%
2 Financials 10.22%
3 Healthcare 9.41%
4 Industrials 8.38%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.13%
7,465
-126
77
$1.08M 0.13%
23,974
-892
78
$1.07M 0.13%
8,635
-115
79
$1.04M 0.12%
6,310
80
$919K 0.11%
3,933
-82
81
$917K 0.11%
2,935
-388
82
$914K 0.11%
3,949
+24
83
$794K 0.09%
8,579
-85
84
$758K 0.09%
2,886
85
$751K 0.09%
5,068
-39,010
86
$706K 0.08%
7,115
+965
87
$688K 0.08%
3,157
88
$684K 0.08%
9,656
-304
89
$679K 0.08%
4,660
90
$647K 0.08%
17,060
-150
91
$606K 0.07%
15,870
-3,596
92
$602K 0.07%
1,409
93
$595K 0.07%
19,216
-4,275
94
$582K 0.07%
1,680
-20
95
$547K 0.06%
4,754
+221
96
$544K 0.06%
3,938
97
$531K 0.06%
5,945
-647
98
$530K 0.06%
1,297
-15,107
99
$529K 0.06%
5,455
-19
100
$521K 0.06%
7,691
+30
2 3
4
5 6