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
$651M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.85M
3
+$3.02M
4
ZTS icon
Zoetis
ZTS
+$2.36M
5
MBB icon
iShares MBS ETF
MBB
+$1.95M

Top Sells

1
+$6.76M
2
+$1.74M
3
+$603K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$527K
5
STE icon
Steris
STE
+$382K

Sector Composition

1 Technology 18.13%
2 Healthcare 11.72%
3 Industrials 7.44%
4 Financials 7.4%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$325K 0.05%
7,255
-1,968
102
$306K 0.05%
2,580
103
$299K 0.05%
3,148
-150
104
$297K 0.05%
18,500
-18,500
105
$297K 0.05%
4,279
+342
106
$291K 0.04%
3,988
+256
107
$290K 0.04%
1,650
-787
108
$289K 0.04%
2,760
-931
109
$282K 0.04%
7,725
+380
110
$282K 0.04%
979
111
$276K 0.04%
2,692
112
$275K 0.04%
3,324
113
$269K 0.04%
2,152
114
$269K 0.04%
559
-314
115
$267K 0.04%
5,163
+193
116
$265K 0.04%
2,400
117
$264K 0.04%
3,000
118
$260K 0.04%
1,051
-12
119
$260K 0.04%
1,301
-57
120
$250K 0.04%
1,200
121
$246K 0.04%
2,266
-218
122
$232K 0.04%
3,454
-227
123
$230K 0.04%
3,402
-20
124
$228K 0.04%
4,947
125
$222K 0.03%
7,340
-4,780
2 3 4
5
6