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
$190M
AUM Growth
-$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.31M
3
+$965K
4
IBM icon
IBM
IBM
+$879K
5
AFL icon
Aflac
AFL
+$851K

Top Sells

1
+$2.68M
2
+$2.59M
3
+$2.44M
4
OKE icon
Oneok
OKE
+$2.22M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.18M

Sector Composition

1 Healthcare 18.31%
2 Technology 17.15%
3 Industrials 15.47%
4 Financials 10.64%
5 Energy 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 5.75%
194,848
-4,576
2
$6.88M 3.62%
295,924
+3,800
3
$5.22M 2.75%
70,525
+925
4
$5.13M 2.7%
167,071
+42,605
5
$4.52M 2.38%
57,052
+10,434
6
$4.45M 2.34%
60,722
+290
7
$4.4M 2.32%
28,538
+85
8
$4.36M 2.3%
34,461
+498
9
$4.2M 2.21%
134,916
+27,334
10
$4.19M 2.21%
24,781
-722
11
$4.11M 2.17%
61,580
-802
12
$4M 2.11%
23,275
+5,119
13
$3.92M 2.06%
44,212
+629
14
$3.9M 2.05%
33,773
+6,149
15
$3.85M 2.03%
44,891
-290
16
$3.83M 2.02%
38,464
+405
17
$3.76M 1.98%
73,357
-1,568
18
$3.76M 1.98%
31,631
+1,119
19
$3.72M 1.96%
35,238
-364
20
$3.68M 1.94%
25,870
+6,788
21
$3.67M 1.93%
95,168
+422
22
$3.52M 1.85%
51,958
+1,364
23
$3.49M 1.84%
29,457
-191
24
$3.44M 1.81%
64,226
+414
25
$3.33M 1.75%
86,056
-954
1
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