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
$824M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$6.29M
3
+$5.75M
4
MBB icon
iShares MBS ETF
MBB
+$3.44M
5
WSM icon
Williams-Sonoma
WSM
+$454K

Top Sells

1
+$7.29M
2
+$1.96M
3
+$962K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$602K
5
KAI icon
Kadant
KAI
+$517K

Sector Composition

1 Technology 15.06%
2 Financials 10.64%
3 Industrials 9.54%
4 Healthcare 7.63%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$463K 0.06%
858
102
$461K 0.06%
7,661
+152
103
$437K 0.05%
3,999
-50
104
$412K 0.05%
3,000
+600
105
$401K 0.05%
5,014
106
$400K 0.05%
3,823
107
$399K 0.05%
2,900
+652
108
$392K 0.05%
1,540
-57
109
$386K 0.05%
2,115
-241
110
$383K 0.05%
2,429
-241
111
$381K 0.05%
3,152
-52
112
$379K 0.05%
1,309
113
$376K 0.05%
6,017
-598
114
$376K 0.05%
2,991
+67
115
$374K 0.05%
6,509
116
$373K 0.05%
3,967
-20
117
$367K 0.04%
4,364
-356
118
$366K 0.04%
2,292
119
$359K 0.04%
1,595
-88
120
$355K 0.04%
2,564
+29
121
$352K 0.04%
14,300
+4,000
122
$352K 0.04%
5,000
+1,000
123
$348K 0.04%
1,511
+302
124
$345K 0.04%
1,914
+14
125
$340K 0.04%
1,719
+270
3 4
5
6 7