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
$437M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$5.51M
3
+$3.12M
4
TER icon
Teradyne
TER
+$2.89M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.57M

Top Sells

1
+$12.9M
2
+$4.92M
3
+$4.74M
4
HY icon
Hyster-Yale Materials Handling
HY
+$4.48M
5
SYNA icon
Synaptics
SYNA
+$3.17M

Sector Composition

1 Consumer Discretionary 12.74%
2 Healthcare 11.82%
3 Technology 11.79%
4 Financials 11.49%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.4M 10.39%
580,234
-164,617
2
$31.4M 7.19%
571,376
-9,411
3
$15.2M 3.47%
57,414
-1,293
4
$14.1M 3.22%
284,792
-8,996
5
$14.1M 3.22%
+293,603
6
$11.2M 2.56%
52,553
-966
7
$11.1M 2.54%
202,431
-4,040
8
$9.81M 2.24%
204,934
-9,544
9
$9.58M 2.19%
130,671
+1,861
10
$9.47M 2.17%
38,528
-1,137
11
$9.39M 2.15%
112,049
-5,781
12
$9.37M 2.14%
59,466
+34,960
13
$9.13M 2.09%
65,408
-1,141
14
$8.4M 1.92%
59,881
+2,138
15
$8.36M 1.91%
154,125
+4,859
16
$8.12M 1.86%
180,900
+3,281
17
$7.99M 1.83%
146,183
+57,016
18
$7.86M 1.8%
52,103
+2,400
19
$7.76M 1.77%
45,268
-384
20
$7.58M 1.73%
50,908
-31,826
21
$7.5M 1.72%
156,631
+60,275
22
$7.48M 1.71%
54,215
+2,416
23
$7.35M 1.68%
101,323
-196
24
$7.24M 1.65%
133,660
-2,360
25
$6.08M 1.39%
79,290
+775
1
2 3 4 5