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
$352M
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.77M
3
+$3.74M
4
CMI icon
Cummins
CMI
+$2.57M
5
EBIX
Ebix Inc
EBIX
+$1.92M

Top Sells

1
+$5.16M
2
+$3.86M
3
+$3.67M
4
AAPL icon
Apple
AAPL
+$2.69M
5
WAB icon
Wabtec
WAB
+$2.67M

Sector Composition

1 Healthcare 13.86%
2 Financials 11.27%
3 Technology 10.39%
4 Industrials 10.19%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48M 13.63%
692,912
+53,902
2
$24.6M 6.97%
526,586
+234,126
3
$11.6M 3.3%
295,012
-68,324
4
$11.5M 3.26%
45,695
+34,840
5
$10.6M 3.02%
56,367
-2,466
6
$10.5M 2.97%
51,294
-3,461
7
$9.57M 2.72%
203,905
+904
8
$8.98M 2.55%
197,044
+1,133
9
$8.7M 2.47%
81,449
-3,499
10
$8.46M 2.4%
38,503
-1,333
11
$7.95M 2.26%
140,300
-384
12
$7.39M 2.1%
114,809
-2,724
13
$6.78M 1.92%
129,820
-1,200
14
$6.61M 1.87%
107,885
-7,695
15
$6.25M 1.77%
96,023
-2,057
16
$5.88M 1.67%
112,026
-31,720
17
$5.8M 1.65%
84,866
-6,836
18
$5.77M 1.64%
123,777
-8,624
19
$5.63M 1.6%
135,473
+23,993
20
$5.59M 1.59%
41,810
+19,241
21
$5.5M 1.56%
48,329
-1,884
22
$5.38M 1.53%
42,424
-8,150
23
$5.16M 1.46%
157,470
+55,728
24
$5.02M 1.42%
43,666
+15,200
25
$4.69M 1.33%
68,821
+5,344
1
2 3 4 5