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
$355M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$4.92M
3
+$312K
4
IBM icon
IBM
IBM
+$171K
5
BDX icon
Becton Dickinson
BDX
+$132K

Top Sells

1
+$4.19M
2
+$3.6M
3
+$3.07M
4
COP icon
ConocoPhillips
COP
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$1.89M

Sector Composition

1 Healthcare 15.45%
2 Industrials 12.05%
3 Financials 11.89%
4 Consumer Discretionary 11.75%
5 Technology 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-9,029
127
– –
-26,227
128
– –
-4,251
129
– –
-10,000
130
– –
-7,664
131
– –
-5,250
132
– –
-9,690
133
– –
-7,078
134
– –
-7,769
135
– –
-2,000
136
– –
-3,075
137
– –
-25,596
138
– –
-11,368
139
– –
-51,299
140
– –
-4,801
141
– –
-1,791
142
– –
-2,372
2 3 4 5
6