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
$424M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.84M
3
+$3.2M
4
MAR icon
Marriott International
MAR
+$3.18M
5
CVCO icon
Cavco Industries
CVCO
+$2.88M

Top Sells

1
+$4.37M
2
+$2.46M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$446K
5
NKE icon
Nike
NKE
+$400K

Sector Composition

1 Technology 11.93%
2 Healthcare 11.79%
3 Consumer Discretionary 11.43%
4 Financials 10.95%
5 Industrials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.5M 13.57%
744,851
+51,939
2
$30.6M 7.22%
580,787
+54,201
3
$14M 3.29%
293,788
-1,224
4
$13.8M 3.26%
58,707
+2,340
5
$11.5M 2.72%
214,478
+10,573
6
$10.8M 2.54%
53,519
+2,225
7
$10.6M 2.5%
82,734
+1,285
8
$10.5M 2.49%
37,053
-8,642
9
$10.3M 2.44%
206,471
+9,427
10
$9.66M 2.28%
39,665
+1,162
11
$8.76M 2.07%
117,830
+3,021
12
$8M 1.89%
136,020
+6,200
13
$7.39M 1.74%
66,549
+28,810
14
$7.37M 1.74%
128,810
+16,784
15
$7.22M 1.71%
57,743
+25,452
16
$7.21M 1.7%
45,652
+3,842
17
$7.21M 1.7%
101,519
+5,496
18
$7.13M 1.68%
49,703
+7,279
19
$7.04M 1.66%
177,619
+20,149
20
$7.03M 1.66%
149,266
+8,966
21
$6.45M 1.52%
150,914
+15,441
22
$6.34M 1.5%
78,515
+9,694
23
$6.22M 1.47%
51,799
+8,133
24
$5.86M 1.38%
264,277
+27,254
25
$5.86M 1.38%
132,004
+8,227
1
2 3 4 5