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
$824M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$6.29M
3
+$5.75M
4
MBB icon
iShares MBS ETF
MBB
+$3.44M
5
WSM icon
Williams-Sonoma
WSM
+$454K

Top Sells

1
+$7.29M
2
+$1.96M
3
+$962K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$602K
5
KAI icon
Kadant
KAI
+$517K

Sector Composition

1 Technology 15.06%
2 Financials 10.64%
3 Industrials 9.54%
4 Healthcare 7.63%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$335K 0.04%
3,655
-275
127
$333K 0.04%
8,281
+134
128
$327K 0.04%
949
-5
129
$321K 0.04%
1,732
+65
130
$303K 0.04%
3,128
+2
131
$303K 0.04%
2,456
-215
132
$291K 0.04%
6,033
133
$290K 0.04%
2,070
-123
134
$288K 0.03%
1,200
-14
135
$287K 0.03%
1,578
+140
136
$284K 0.03%
2,804
-260
137
$281K 0.03%
2,152
138
$279K 0.03%
1,135
139
$278K 0.03%
2,100
140
$277K 0.03%
427
-70
141
$276K 0.03%
4,200
142
$273K 0.03%
968
-106
143
$272K 0.03%
+2,230
144
$271K 0.03%
3,870
-174
145
$261K 0.03%
6,640
-485
146
$260K 0.03%
3,000
147
$254K 0.03%
3,630
-872
148
$240K 0.03%
+288
149
$239K 0.03%
+1,252
150
$238K 0.03%
5,450
3 4 5
6
7