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
$315M
AUM Growth
+$230K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.03M
3
+$2.75M
4
SYNA icon
Synaptics
SYNA
+$1.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$467K

Top Sells

1
+$10.6M
2
+$3.5M
3
+$3.15M
4
CMI icon
Cummins
CMI
+$2.53M
5
MANT
Mantech International Corp
MANT
+$599K

Sector Composition

1 Healthcare 12.64%
2 Industrials 12.08%
3 Financials 10.46%
4 Consumer Discretionary 9.99%
5 Technology 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-9,261
127
– –
-9,435
128
– –
-2,848
129
– –
-3,640
130
– –
-14,178
131
– –
-28,306
2 3 4 5
6