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
$350M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$3.98M
3
+$2.49M
4
AAPL icon
Apple
AAPL
+$599K
5
AGN
Allergan plc
AGN
+$271K

Top Sells

1
+$6.39M
2
+$3.91M
3
+$3.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$596K
5
BA icon
Boeing
BA
+$362K

Sector Composition

1 Healthcare 14.57%
2 Financials 12.47%
3 Industrials 12.04%
4 Technology 11.56%
5 Consumer Discretionary 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.6M 13.32%
605,518
+1,497
2
$13.5M 3.87%
77,347
+22
3
$12.4M 3.54%
263,771
+84,794
4
$12.1M 3.45%
287,748
+14,284
5
$9.92M 2.83%
49,736
-511
6
$9.73M 2.78%
186,893
-357
7
$8.44M 2.41%
423,366
+10,885
8
$8.25M 2.36%
188,582
+546
9
$8.22M 2.35%
38,864
+53
10
$8.13M 2.32%
140,255
+1,818
11
$8.08M 2.31%
82,088
+275
12
$7.97M 2.28%
24,310
-1,103
13
$7.85M 2.24%
84,043
+530
14
$7.8M 2.23%
137,445
+1,307
15
$7.25M 2.07%
63,277
+81
16
$7.18M 2.05%
563,640
-1,864
17
$6.91M 1.97%
103,994
-837
18
$6.49M 1.85%
112,073
-441
19
$6.35M 1.81%
95,164
+1,807
20
$6.2M 1.77%
56,753
-647
21
$6.16M 1.76%
118,820
+2,040
22
$6.03M 1.72%
124,561
+340
23
$5.7M 1.63%
86,993
+648
24
$5.33M 1.52%
131,026
-227
25
$5.24M 1.5%
100,246
-592
1
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