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
$699M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$7.3M
3
+$4.99M
4
WSM icon
Williams-Sonoma
WSM
+$2.69M
5
DIS icon
Walt Disney
DIS
+$1.69M

Top Sells

1
+$3.46M
2
+$2.67M
3
+$726K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$610K
5
AAPL icon
Apple
AAPL
+$589K

Sector Composition

1 Technology 18.67%
2 Healthcare 11.94%
3 Consumer Discretionary 7.96%
4 Industrials 7.68%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$79.5M 11.37%
693,977
-5,324
2
$75.4M 10.79%
158,065
-750
3
$27M 3.86%
151,873
-3,319
4
$19.2M 2.75%
132,860
-1,220
5
$18.4M 2.63%
54,614
-476
6
$16.7M 2.4%
106,384
-289
7
$15.2M 2.17%
73,514
-453
8
$14.3M 2.05%
509,804
+260,110
9
$13.6M 1.95%
126,785
+46,410
10
$12.6M 1.8%
37,378
-514
11
$12.4M 1.77%
486,192
+351,468
12
$12.3M 1.76%
70,691
+1,087
13
$12.2M 1.75%
78,773
+10,941
14
$12.1M 1.73%
73,826
-630
15
$12M 1.72%
18,335
-1,104
16
$11.7M 1.68%
45,310
+507
17
$11.6M 1.66%
94,724
-526
18
$11.4M 1.63%
110,173
-1,373
19
$11.3M 1.62%
35,542
+175
20
$11.1M 1.58%
189,531
+327
21
$10.4M 1.49%
29,037
-274
22
$10.2M 1.45%
56,295
+152
23
$9.89M 1.42%
192,093
+751
24
$9.86M 1.41%
39,959
+26
25
$9.35M 1.34%
79,923
-1,625
1
2 3 4 5