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
$844M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.94M
3
+$7.12M
4
AAON icon
Aaon
AAON
+$6.93M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.56M

Top Sells

1
+$8.62M
2
+$7.72M
3
+$6.17M
4
TER icon
Teradyne
TER
+$5.78M
5
DBX icon
Dropbox
DBX
+$5.66M

Sector Composition

1 Technology 14.99%
2 Financials 10.22%
3 Healthcare 9.41%
4 Industrials 8.38%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$468K 0.06%
7,590
102
$451K 0.05%
17,400
103
$449K 0.05%
3,999
104
$445K 0.05%
3,152
+161
105
$442K 0.05%
8,164
-408
106
$423K 0.05%
3,969
-491
107
$418K 0.05%
858
108
$412K 0.05%
3,000
109
$397K 0.05%
2,900
110
$395K 0.05%
5,014
111
$392K 0.05%
1,308
-1
112
$386K 0.05%
2,115
113
$385K 0.05%
2,400
+300
114
$374K 0.04%
3,152
115
$373K 0.04%
6,509
116
$363K 0.04%
3,580
-75
117
$355K 0.04%
1,718
-14
118
$354K 0.04%
4,364
119
$350K 0.04%
1,595
120
$344K 0.04%
919
-30
121
$342K 0.04%
684
+215
122
$342K 0.04%
2,292
123
$340K 0.04%
2,564
124
$340K 0.04%
1,540
125
$339K 0.04%
14,300
3 4
5
6 7