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
$243M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.44M
3
+$2.2M
4
LM
Legg Mason, Inc.
LM
+$1.47M
5
DECK icon
Deckers Outdoor
DECK
+$436K

Top Sells

1
+$3.02M
2
+$2.89M
3
+$2.75M
4
ADP icon
Automatic Data Processing
ADP
+$2.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.59M

Sector Composition

1 Healthcare 16.95%
2 Industrials 14.49%
3 Technology 11.33%
4 Financials 11.2%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20M 8.27%
356,202
+39,030
2
$8.57M 3.53%
314,452
+7,276
3
$7.29M 3%
86,490
+880
4
$7.01M 2.89%
74,153
+1,780
5
$6.67M 2.75%
32,900
+467
6
$6.65M 2.74%
84,934
+2,370
7
$6.38M 2.63%
106,911
+1,067
8
$6.3M 2.6%
44,389
+659
9
$6.28M 2.59%
42,370
+755
10
$5.98M 2.47%
84,163
+3,301
11
$5.93M 2.45%
96,496
+434
12
$5.81M 2.4%
73,283
+36,179
13
$5.73M 2.36%
41,135
+860
14
$5.68M 2.34%
51,639
+22,169
15
$5.53M 2.28%
170,914
+2,664
16
$5.42M 2.23%
171,538
+4,062
17
$5.11M 2.11%
49,851
+264
18
$4.66M 1.92%
58,446
+1,927
19
$4.63M 1.91%
87,443
+3,337
20
$4.46M 1.84%
128,560
+42,389
21
$4.38M 1.81%
140,882
-4,154
22
$4.33M 1.78%
74,816
+862
23
$4.32M 1.78%
146,056
+1,840
24
$4.23M 1.74%
829,632
+15,992
25
$4.19M 1.73%
419,868
+43,704
1
2 3 4