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
$563M
AUM Growth
-$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$5.05M
3
+$4.46M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.2M
5
AZTA icon
Azenta
AZTA
+$3.16M

Top Sells

1
+$6.34M
2
+$5.95M
3
+$5.54M
4
SBUX icon
Starbucks
SBUX
+$4.11M
5
AIN icon
Albany International
AIN
+$3.05M

Sector Composition

1 Technology 16.62%
2 Healthcare 13.47%
3 Financials 8.63%
4 Industrials 5.84%
5 Consumer Discretionary 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$282K 0.05%
1,613
102
$269K 0.05%
3,148
103
$261K 0.05%
2,319
-1,050
104
$259K 0.05%
1,051
105
$259K 0.05%
4,095
-767
106
$256K 0.05%
3,175
-2,612
107
$252K 0.04%
4,279
108
$247K 0.04%
3,000
109
$247K 0.04%
4,720
-443
110
$240K 0.04%
2,692
111
$237K 0.04%
7,725
112
$233K 0.04%
6,151
-1,104
113
$232K 0.04%
3,324
114
$232K 0.04%
2,400
115
$227K 0.04%
2,657
+466
116
$227K 0.04%
2,152
117
$222K 0.04%
1,631
-19
118
$221K 0.04%
7,505
+165
119
$218K 0.04%
979
120
$217K 0.04%
2,533
121
$216K 0.04%
559
122
$214K 0.04%
3,454
123
$210K 0.04%
+1,079
124
$207K 0.04%
1,200
125
$206K 0.04%
4,947
2 3 4
5
6