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
$621M
AUM Growth
+$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.67M
3
+$4.14M
4
WSM icon
Williams-Sonoma
WSM
+$4.08M
5
FDX icon
FedEx
FDX
+$2.86M

Top Sells

1
+$3.87M
2
+$3.55M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$545K
5
ZBRA icon
Zebra Technologies
ZBRA
+$451K

Sector Composition

1 Technology 18.09%
2 Healthcare 13.04%
3 Industrials 7.79%
4 Consumer Discretionary 7.58%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.4M 12.29%
699,301
+5,340
2
$68.4M 11.01%
158,815
+2,481
3
$22M 3.53%
155,192
-3,849
4
$17.9M 2.88%
134,080
+1,180
5
$15.5M 2.5%
55,090
+711
6
$13.7M 2.21%
106,673
+191
7
$12.9M 2.08%
19,439
-1,876
8
$12.9M 2.07%
37,892
+97
9
$12.2M 1.96%
73,967
+1,397
10
$11.5M 1.85%
67,832
+1,432
11
$10.9M 1.76%
95,250
-324
12
$10.5M 1.69%
69,604
+27,506
13
$10.3M 1.65%
111,546
-1,132
14
$10.2M 1.64%
191,342
+3,468
15
$10.2M 1.64%
29,311
-424
16
$9.86M 1.59%
189,204
+1,805
17
$9.82M 1.58%
44,803
+13,044
18
$9.07M 1.46%
34,406
-279
19
$9M 1.45%
81,548
-32,142
20
$8.69M 1.4%
80,375
+45,072
21
$8.37M 1.35%
35,367
+749
22
$8.37M 1.35%
16,244
-876
23
$8.33M 1.34%
56,143
-26,103
24
$8.25M 1.33%
39,933
+667
25
$8.13M 1.31%
74,456
+10
1
2 3 4 5