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
$621M
AUM Growth
+$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.67M
3
+$4.14M
4
WSM icon
Williams-Sonoma
WSM
+$4.08M
5
FDX icon
FedEx
FDX
+$2.86M

Top Sells

1
+$3.87M
2
+$3.55M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$545K
5
ZBRA icon
Zebra Technologies
ZBRA
+$451K

Sector Composition

1 Technology 18.09%
2 Healthcare 13.04%
3 Industrials 7.79%
4 Consumer Discretionary 7.58%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$219K 0.04%
3,707
+22
127
$216K 0.03%
6,064
128
$211K 0.03%
10,352
-3,455
129
$206K 0.03%
2,191
+2
130
$205K 0.03%
831
131
$204K 0.03%
+10,114
132
$204K 0.03%
+892
133
$201K 0.03%
4,242
134
– –
-3,486
135
– –
-1,387
136
– –
-1,483
137
– –
-2,276
2 3 4 5
6