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
$424M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.84M
3
+$3.2M
4
MAR icon
Marriott International
MAR
+$3.18M
5
CVCO icon
Cavco Industries
CVCO
+$2.88M

Top Sells

1
+$4.37M
2
+$2.46M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$446K
5
NKE icon
Nike
NKE
+$400K

Sector Composition

1 Technology 11.93%
2 Healthcare 11.79%
3 Consumer Discretionary 11.43%
4 Financials 10.95%
5 Industrials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$276K 0.07%
3,096
102
$273K 0.06%
2,486
+150
103
$270K 0.06%
1,034
+1
104
$267K 0.06%
2,675
105
$264K 0.06%
3,576
-1,116
106
$260K 0.06%
1,357
-159
107
$251K 0.06%
+2,740
108
$226K 0.05%
2,460
109
$222K 0.05%
+1,644
110
$222K 0.05%
2,061
111
$217K 0.05%
+3,000
112
$205K 0.05%
+4,204
113
$205K 0.05%
+3,161
114
$205K 0.05%
5,097
+225
1 2 3 4
5