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
$355M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$4.92M
3
+$312K
4
IBM icon
IBM
IBM
+$171K
5
BDX icon
Becton Dickinson
BDX
+$132K

Top Sells

1
+$4.19M
2
+$3.6M
3
+$3.07M
4
COP icon
ConocoPhillips
COP
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$1.89M

Sector Composition

1 Healthcare 15.45%
2 Industrials 12.05%
3 Financials 11.89%
4 Consumer Discretionary 11.75%
5 Technology 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.4M 13.05%
604,021
-46,894
2
$11.7M 3.29%
77,325
-1,269
3
$11.6M 3.25%
273,464
-72,464
4
$9.96M 2.8%
50,247
-4,095
5
$9.33M 2.62%
138,437
-652
6
$8.64M 2.43%
187,250
-3,483
7
$8.54M 2.4%
+178,977
8
$8.25M 2.32%
188,036
-1,364
9
$8.11M 2.28%
38,811
+631
10
$7.84M 2.2%
63,196
-681
11
$7.75M 2.18%
412,481
-4,251
12
$7.49M 2.11%
25,413
-753
13
$7.3M 2.05%
83,513
-2,116
14
$6.93M 1.95%
81,813
+1,250
15
$6.88M 1.94%
57,400
-2,473
16
$6.71M 1.89%
136,138
-243
17
$6.68M 1.88%
93,357
-173
18
$6.56M 1.84%
104,831
-192
19
$6.46M 1.82%
112,514
-1,540
20
$6.27M 1.76%
86,345
-1,576
21
$6.15M 1.73%
116,780
-6,120
22
$6.11M 1.72%
565,504
-15,824
23
$5.89M 1.66%
440,550
-7,512
24
$5.89M 1.66%
124,221
-4,302
25
$5.76M 1.62%
67,681
-171
1
2 3 4 5