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
$215M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$2.93M
3
+$2.06M
4
HY icon
Hyster-Yale Materials Handling
HY
+$2M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.03M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$2.21M
4
CL icon
Colgate-Palmolive
CL
+$1.39M
5
AAPL icon
Apple
AAPL
+$819K

Sector Composition

1 Healthcare 18.88%
2 Industrials 16.82%
3 Technology 13.45%
4 Financials 11.21%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14M 6.5%
+237,278
2
$8.96M 4.16%
287,992
-26,324
3
$6.54M 3.04%
77,259
+4,425
4
$5.67M 2.63%
65,596
+2,830
5
$5.5M 2.55%
38,095
+2,570
6
$5.44M 2.52%
70,388
+4,448
7
$5.35M 2.48%
38,187
+2,840
8
$4.97M 2.31%
70,725
+1,585
9
$4.93M 2.29%
29,442
+2,379
10
$4.9M 2.28%
68,307
+2,850
11
$4.86M 2.26%
35,240
+2,338
12
$4.83M 2.24%
150,774
+13,150
13
$4.77M 2.21%
152,457
+3,842
14
$4.72M 2.19%
99,664
-4,044
15
$4.71M 2.18%
49,200
+3,981
16
$4.58M 2.13%
37,941
+1,396
17
$4.54M 2.11%
90,520
+4,788
18
$4.51M 2.1%
30,700
+775
19
$4.42M 2.05%
63,724
+660
20
$4.3M 2%
31,023
+1,740
21
$4.25M 1.97%
76,905
+2,151
22
$3.91M 1.81%
53,295
+27,258
23
$3.73M 1.73%
43,898
+3,288
24
$3.58M 1.66%
102,130
-61
25
$3.56M 1.65%
23,737
-2,969
1
2 3 4 5