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
$699M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$7.3M
3
+$4.99M
4
WSM icon
Williams-Sonoma
WSM
+$2.69M
5
DIS icon
Walt Disney
DIS
+$1.69M

Top Sells

1
+$3.46M
2
+$2.67M
3
+$726K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$610K
5
AAPL icon
Apple
AAPL
+$589K

Sector Composition

1 Technology 18.67%
2 Healthcare 11.94%
3 Consumer Discretionary 7.96%
4 Industrials 7.68%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$396K 0.06%
3,691
102
$393K 0.06%
1,358
103
$388K 0.06%
12,120
-3,143
104
$363K 0.05%
1,878
+223
105
$358K 0.05%
2,580
106
$344K 0.05%
3,936
+361
107
$342K 0.05%
+6,357
108
$338K 0.05%
2,496
+23
109
$324K 0.05%
3,298
110
$314K 0.04%
979
-25
111
$299K 0.04%
2,152
112
$294K 0.04%
3,937
+102
113
$294K 0.04%
+4,970
114
$290K 0.04%
3,324
115
$288K 0.04%
2,484
-617
116
$285K 0.04%
1,063
+88
117
$282K 0.04%
7,345
-485
118
$281K 0.04%
+2,692
119
$265K 0.04%
1,200
120
$255K 0.04%
2,400
121
$253K 0.04%
3,681
122
$250K 0.04%
6,064
123
$248K 0.04%
3,000
124
$245K 0.04%
4,947
125
$233K 0.03%
3,732
+25
2 3 4
5
6