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
$224M
AUM Growth
-$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.48M
3
+$1.51M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.3M
5
BIIB icon
Biogen
BIIB
+$452K

Top Sells

1
+$260K
2
+$249K
3
+$223K
4
RYN icon
Rayonier
RYN
+$222K
5
CVGW icon
Calavo Growers
CVGW
+$213K

Sector Composition

1 Healthcare 17.01%
2 Industrials 14.2%
3 Technology 13.26%
4 Financials 10.96%
5 Consumer Discretionary 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.9M 7.1%
298,390
+24,440
2
$8.48M 3.79%
307,724
-1,108
3
$7.05M 3.15%
84,842
+2,410
4
$6.54M 2.92%
72,609
+2,495
5
$6.06M 2.71%
106,688
+2,386
6
$6.04M 2.69%
32,391
+754
7
$5.99M 2.67%
80,660
+3,740
8
$5.95M 2.66%
96,836
+1,358
9
$5.87M 2.62%
187,280
+78,980
10
$5.64M 2.52%
43,252
+3,110
11
$5.37M 2.4%
41,470
+547
12
$5.19M 2.32%
79,855
+3,964
13
$5.05M 2.26%
167,679
+4,464
14
$4.83M 2.15%
166,064
+3,230
15
$4.76M 2.13%
40,188
+1,727
16
$4.7M 2.1%
49,848
-1,760
17
$4.68M 2.09%
147,934
+3,260
18
$4.56M 2.04%
55,313
+18,357
19
$3.9M 1.74%
403,296
+16,380
20
$3.86M 1.72%
75,720
-141
21
$3.67M 1.64%
68,271
+2,241
22
$3.58M 1.6%
25,837
+433
23
$3.57M 1.59%
32,847
+425
24
$3.54M 1.58%
145,372
+3,060
25
$3.53M 1.58%
84,926
+3,781
1
2 3 4