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
$313M
AUM Growth
-$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.07M
3
+$1.94M
4
ILCB icon
iShares Morningstar US Equity ETF
ILCB
+$1.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$531K

Top Sells

1
+$6.6M
2
+$5.17M
3
+$3.57M
4
WAB icon
Wabtec
WAB
+$3.17M
5
CMI icon
Cummins
CMI
+$2.44M

Sector Composition

1 Healthcare 14.31%
2 Financials 11.43%
3 Consumer Discretionary 11.36%
4 Industrials 10.59%
5 Technology 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.9M 15.96%
712,164
+48,269
2
$9.85M 3.15%
273,664
+5,228
3
$9.29M 2.97%
76,531
+2,607
4
$9.15M 2.92%
137,648
+5,631
5
$8.33M 2.66%
49,176
+1,462
6
$7.24M 2.31%
186,270
+8,454
7
$7.06M 2.26%
37,068
+1,116
8
$6.84M 2.19%
83,918
+2,544
9
$6.71M 2.14%
85,696
+2,728
10
$6.64M 2.12%
57,507
+1,592
11
$6.39M 2.04%
109,588
+5,058
12
$6.25M 2%
185,279
+6,098
13
$6.12M 1.96%
78,631
+4,477
14
$6.01M 1.92%
125,761
+6,492
15
$5.92M 1.89%
100,252
+3,688
16
$5.77M 1.84%
62,584
+3,127
17
$5.29M 1.69%
113,900
+4,300
18
$5.21M 1.67%
133,540
+53,022
19
$5.02M 1.61%
441,498
+8,616
20
$5.02M 1.61%
131,636
+3,394
21
$4.99M 1.59%
115,714
+2,465
22
$4.99M 1.59%
25,216
+270
23
$4.89M 1.56%
405,920
+161,336
24
$4.71M 1.51%
67,089
+1,946
25
$4.65M 1.49%
89,877
+2,573
1
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