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
$543M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.75M
3
+$4.41M
4
CSCO icon
Cisco
CSCO
+$3.91M
5
ACN icon
Accenture
ACN
+$3.77M

Top Sells

1
+$10.2M
2
+$4.42M
3
+$759K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$392K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$371K

Sector Composition

1 Technology 17.76%
2 Healthcare 11.83%
3 Financials 7.58%
4 Industrials 6.67%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.6M 12.07%
752,396
+5,968
2
$54.2M 9.97%
151,001
-2,116
3
$22.7M 4.19%
942,586
+99,042
4
$21.2M 3.9%
153,241
-1,586
5
$16.5M 3.04%
673,188
+26,574
6
$14.6M 2.68%
158,962
+8,241
7
$13.1M 2.4%
136,455
+1,195
8
$13M 2.4%
55,884
+552
9
$12.2M 2.24%
74,435
+1,682
10
$11.6M 2.14%
73,794
+664
11
$10.3M 1.89%
97,025
+1,167
12
$10.2M 1.88%
38,165
+357
13
$8.98M 1.65%
104,245
+1,746
14
$8.95M 1.65%
109,199
+332
15
$8.56M 1.58%
113,571
+890
16
$8.25M 1.52%
29,019
+394
17
$7.71M 1.42%
81,725
+2,659
18
$7.59M 1.4%
36,914
+710
19
$7.51M 1.38%
34,403
+362
20
$7.42M 1.36%
41,045
+449
21
$7.35M 1.35%
36,112
+484
22
$7.1M 1.31%
47,906
+1,355
23
$6.88M 1.27%
46,316
+741
24
$6.71M 1.23%
50,415
+463
25
$6.3M 1.16%
21,512
+465
1
2 3 4 5