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
$844M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.94M
3
+$7.12M
4
AAON icon
Aaon
AAON
+$6.93M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.56M

Top Sells

1
+$8.62M
2
+$7.72M
3
+$6.17M
4
TER icon
Teradyne
TER
+$5.78M
5
DBX icon
Dropbox
DBX
+$5.66M

Sector Composition

1 Technology 14.99%
2 Financials 10.22%
3 Healthcare 9.41%
4 Industrials 8.38%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$332K 0.04%
7,447
-5,326
127
$328K 0.04%
3,084
-44
128
$327K 0.04%
5,000
129
$319K 0.04%
8,281
130
$315K 0.04%
1,628
-286
131
$314K 0.04%
6,601
-3,996
132
$310K 0.04%
1,807
+229
133
$308K 0.04%
6,017
134
$307K 0.04%
1,509
-2
135
$300K 0.04%
1,200
136
$297K 0.04%
2,456
137
$293K 0.03%
6,033
138
$289K 0.03%
2,760
-1,063
139
$286K 0.03%
4,200
140
$281K 0.03%
427
141
$276K 0.03%
2,152
142
$275K 0.03%
2,495
+500
143
$270K 0.03%
2,804
144
$269K 0.03%
3,570
-397
145
$263K 0.03%
1,652
-418
146
$262K 0.03%
1,672
-757
147
$257K 0.03%
2,230
148
$257K 0.03%
1,135
149
$254K 0.03%
3,000
150
$253K 0.03%
3,870
3 4 5
6
7