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
$621M
AUM Growth
+$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.67M
3
+$4.14M
4
WSM icon
Williams-Sonoma
WSM
+$4.08M
5
FDX icon
FedEx
FDX
+$2.86M

Top Sells

1
+$3.87M
2
+$3.55M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$545K
5
ZBRA icon
Zebra Technologies
ZBRA
+$451K

Sector Composition

1 Technology 18.09%
2 Healthcare 13.04%
3 Industrials 7.79%
4 Consumer Discretionary 7.58%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$387K 0.06%
7,074
102
$354K 0.06%
3,493
-624
103
$345K 0.06%
1,894
+518
104
$333K 0.05%
1,641
+41
105
$316K 0.05%
3,101
-563
106
$316K 0.05%
2,580
107
$292K 0.05%
3,298
-214
108
$292K 0.05%
3,575
+151
109
$291K 0.05%
1,004
110
$290K 0.05%
3,324
-22
111
$286K 0.05%
7,830
-650
112
$285K 0.05%
3,835
113
$280K 0.05%
1,655
+481
114
$280K 0.05%
2,152
115
$267K 0.04%
2,473
-1,164
116
$247K 0.04%
4,947
+280
117
$244K 0.04%
1,358
118
$241K 0.04%
1,200
119
$239K 0.04%
2,400
120
$235K 0.04%
975
-812
121
$231K 0.04%
3,000
122
$230K 0.04%
584
+48
123
$227K 0.04%
+2,059
124
$225K 0.04%
1,960
+156
125
$224K 0.04%
3,681
2 3 4
5
6