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
$434M
AUM Growth
+$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$7.14M
3
+$5.62M
4
MAR icon
Marriott International
MAR
+$5.01M
5
AGN
Allergan plc
AGN
+$4.74M

Top Sells

1
+$6.5M
2
+$4.86M
3
+$4.15M
4
MA icon
Mastercard
MA
+$4.08M
5
IBM icon
IBM
IBM
+$4.07M

Sector Composition

1 Healthcare 14.18%
2 Industrials 12.87%
3 Technology 11.28%
4 Financials 11.21%
5 Consumer Discretionary 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$230K 0.05%
3,145
-540
127
$221K 0.05%
2,800
+50
128
$220K 0.05%
+5,259
129
$216K 0.05%
3,000
130
$211K 0.05%
+7,044
131
$208K 0.05%
+5,991
132
$203K 0.05%
+2,534
133
$201K 0.05%
+1,755
134
$165K 0.04%
+3,056
135
– –
-5,661
136
– –
-10,665
137
– –
-4,425
138
– –
-9,141
139
– –
-4,000
140
– –
-1,930
2 3 4 5
6