WCF

West Coast Financial Portfolio holdings

AUM $876M
1-Year Est. Return 5.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$613M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.83M
3
+$3.69M
4
VNT icon
Vontier
VNT
+$3.38M
5
DBX icon
Dropbox
DBX
+$3.13M

Top Sells

1
+$6.92M
2
+$5.76M
3
+$4.54M
4
MA icon
Mastercard
MA
+$2.42M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.11M

Sector Composition

1 Technology 18.6%
2 Healthcare 13.59%
3 Industrials 8.31%
4 Consumer Discretionary 7.64%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$211K 0.03%
+2,189
127
$211K 0.03%
+1,358
128
$209K 0.03%
+6,064
129
$208K 0.03%
1,804
+47
130
$208K 0.03%
1,483
-327
131
$205K 0.03%
+831
132
$204K 0.03%
+1,174
133
$201K 0.03%
+4,242
134
– –
-4,411
2 3 4 5
6