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
$613M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$3.82M
3
+$3.79M
4
DBX icon
Dropbox
DBX
+$3.48M
5
VNT icon
Vontier
VNT
+$3.34M

Top Sells

1
+$7.09M
2
+$5.63M
3
+$4.3M
4
MA icon
Mastercard
MA
+$2.37M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.13M

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