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
$315M
AUM Growth
+$230K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.03M
3
+$2.75M
4
SYNA icon
Synaptics
SYNA
+$1.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$467K

Top Sells

1
+$10.6M
2
+$3.5M
3
+$3.15M
4
CMI icon
Cummins
CMI
+$2.53M
5
MANT
Mantech International Corp
MANT
+$599K

Sector Composition

1 Healthcare 12.64%
2 Industrials 12.08%
3 Financials 10.46%
4 Consumer Discretionary 9.99%
5 Technology 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.9M 14.59%
663,895
+39,711
2
$9.64M 3.06%
268,436
-97,364
3
$8.31M 2.64%
73,924
-878
4
$7.95M 2.53%
47,714
-788
5
$7.77M 2.47%
132,017
-539
6
$6.89M 2.19%
82,968
-1,164
7
$6.54M 2.08%
40,883
-499
8
$6.46M 2.05%
179,181
-2,019
9
$6.44M 2.05%
177,816
+458
10
$6.43M 2.05%
35,952
-835
11
$6.25M 1.99%
55,915
-819
12
$6.1M 1.94%
104,530
-1,714
13
$5.8M 1.85%
23,356
-389
14
$5.7M 1.81%
73,072
+40
15
$5.65M 1.8%
81,374
-1,066
16
$5.58M 1.77%
36,869
-16,763
17
$5.55M 1.77%
119,269
-2,166
18
$5.38M 1.71%
96,564
+781
19
$5.34M 1.7%
74,154
-533
20
$4.98M 1.58%
59,457
-273
21
$4.65M 1.48%
109,600
+1,340
22
$4.64M 1.47%
27,850
+375
23
$4.63M 1.47%
128,242
-2,073
24
$4.6M 1.46%
113,249
-1,426
25
$4.41M 1.4%
24,946
-678
1
2 3 4 5