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
$368M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.37M
3
+$2.78M
4
MMS icon
Maximus
MMS
+$2.68M
5
MANH icon
Manhattan Associates
MANH
+$2.61M

Top Sells

1
+$4.55M
2
+$531K
3
+$303K
4
WFM
Whole Foods Market Inc
WFM
+$256K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$254K

Sector Composition

1 Healthcare 15.07%
2 Financials 11.65%
3 Industrials 11.13%
4 Consumer Discretionary 10.17%
5 Technology 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$467K 0.13%
2,982
+1,002
102
$462K 0.13%
+2,000
103
$444K 0.12%
2,381
+253
104
$441K 0.12%
3,809
+1,906
105
$408K 0.11%
+3,075
106
$373K 0.1%
+7,078
107
$362K 0.1%
4,700
+300
108
$351K 0.1%
3,400
+400
109
$348K 0.09%
1,693
+193
110
$344K 0.09%
4,155
+205
111
$344K 0.09%
+4,184
112
$326K 0.09%
1,991
+492
113
$324K 0.09%
7,191
+239
114
$308K 0.08%
4,181
+191
115
$306K 0.08%
9,029
+1,163
116
$300K 0.08%
4,100
117
$275K 0.07%
2,340
+303
118
$272K 0.07%
7,533
+168
119
$261K 0.07%
2,347
120
$260K 0.07%
+1,524
121
$250K 0.07%
+1,791
122
$244K 0.07%
3,154
+184
123
$238K 0.06%
+7,341
124
$237K 0.06%
+3,715
125
$236K 0.06%
+4,900
2 3 4
5
6