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
$699M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$7.3M
3
+$4.99M
4
WSM icon
Williams-Sonoma
WSM
+$2.69M
5
DIS icon
Walt Disney
DIS
+$1.69M

Top Sells

1
+$3.46M
2
+$2.67M
3
+$726K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$610K
5
AAPL icon
Apple
AAPL
+$589K

Sector Composition

1 Technology 18.67%
2 Healthcare 11.94%
3 Consumer Discretionary 7.96%
4 Industrials 7.68%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$231K 0.03%
+3,422
127
$226K 0.03%
10,854
+740
128
$226K 0.03%
2,076
+17
129
$221K 0.03%
4,242
130
$221K 0.03%
831
131
$219K 0.03%
+1,260
132
$217K 0.03%
1,902
-58
133
$209K 0.03%
+688
134
$206K 0.03%
892
135
$204K 0.03%
2,191
136
$201K 0.03%
+4,170
137
– –
-7,074
138
– –
-584
139
– –
-10,352
140
– –
-10,619
141
– –
-53,088
2 3 4 5
6