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
$434M
AUM Growth
+$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$7.14M
3
+$5.62M
4
MAR icon
Marriott International
MAR
+$5.01M
5
AGN
Allergan plc
AGN
+$4.74M

Top Sells

1
+$6.5M
2
+$4.86M
3
+$4.15M
4
MA icon
Mastercard
MA
+$4.08M
5
IBM icon
IBM
IBM
+$4.07M

Sector Composition

1 Healthcare 14.18%
2 Industrials 12.87%
3 Technology 11.28%
4 Financials 11.21%
5 Consumer Discretionary 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$466K 0.11%
4,618
+16
102
$463K 0.11%
14,348
+689
103
$458K 0.11%
+6,365
104
$455K 0.1%
2,722
+1,067
105
$425K 0.1%
4,878
+553
106
$407K 0.09%
1,963
+451
107
$402K 0.09%
5,201
-19
108
$401K 0.09%
+2,492
109
$399K 0.09%
+8,673
110
$389K 0.09%
4,674
+1,288
111
$380K 0.09%
8,232
+629
112
$334K 0.08%
+6,870
113
$290K 0.07%
3,186
-134
114
$288K 0.07%
+807
115
$265K 0.06%
+1,609
116
$258K 0.06%
+1,608
117
$256K 0.06%
+2,696
118
$251K 0.06%
+3,010
119
$246K 0.06%
1,200
-55
120
$238K 0.05%
6,489
+371
121
$238K 0.05%
2,095
-465
122
$237K 0.05%
+3,815
123
$235K 0.05%
1,032
+1
124
$234K 0.05%
2,460
125
$230K 0.05%
+2,974
2 3 4
5
6