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
$613M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$3.82M
3
+$3.79M
4
DBX icon
Dropbox
DBX
+$3.48M
5
VNT icon
Vontier
VNT
+$3.34M

Top Sells

1
+$7.09M
2
+$5.63M
3
+$4.3M
4
MA icon
Mastercard
MA
+$2.37M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.13M

Sector Composition

1 Technology 18.6%
2 Healthcare 13.59%
3 Industrials 8.31%
4 Consumer Discretionary 7.64%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$398K 0.06%
3,691
102
$388K 0.06%
7,074
103
$378K 0.06%
2,276
-469
104
$373K 0.06%
3,664
-63
105
$318K 0.05%
3,512
106
$317K 0.05%
8,480
107
$312K 0.05%
3,424
-104
108
$310K 0.05%
1,600
109
$308K 0.05%
1,981
+343
110
$300K 0.05%
13,807
+195
111
$297K 0.05%
2,580
112
$288K 0.05%
1,004
113
$287K 0.05%
3,835
114
$286K 0.05%
1,376
115
$285K 0.05%
2,152
-587
116
$260K 0.04%
3,346
+22
117
$253K 0.04%
4,667
+95
118
$250K 0.04%
1,387
+218
119
$247K 0.04%
536
120
$246K 0.04%
3,685
+23
121
$243K 0.04%
2,400
122
$241K 0.04%
1,200
123
$235K 0.04%
3,000
124
$227K 0.04%
3,486
125
$224K 0.04%
3,681
-419
2 3 4
5
6