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
$844M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.94M
3
+$7.12M
4
AAON icon
Aaon
AAON
+$6.93M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.56M

Top Sells

1
+$8.62M
2
+$7.72M
3
+$6.17M
4
TER icon
Teradyne
TER
+$5.78M
5
DBX icon
Dropbox
DBX
+$5.66M

Sector Composition

1 Technology 14.99%
2 Financials 10.22%
3 Healthcare 9.41%
4 Industrials 8.38%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$131M 15.48%
1,225,207
+17,914
2
$60.1M 7.13%
109,899
-779
3
$37.8M 4.48%
1,571,670
+296,042
4
$34M 4.03%
161,298
-17
5
$29.2M 3.47%
1,199,258
+186,804
6
$24.8M 2.94%
269,856
+34,089
7
$24.5M 2.9%
134,501
+400
8
$23.3M 2.76%
52,107
-15
9
$17.2M 2.04%
38,982
+72
10
$16.9M 2%
250,635
-6,043
11
$14.1M 1.67%
85,271
+39
12
$13.9M 1.65%
66,111
+579
13
$13.4M 1.59%
54,346
+265
14
$13.3M 1.58%
62,460
-1,002
15
$13.1M 1.56%
142,339
-609
16
$13M 1.54%
14,368
-79
17
$12.6M 1.49%
30,970
-19
18
$12.3M 1.46%
42,799
+246
19
$12.1M 1.43%
14,644
-158
20
$11.8M 1.4%
68,289
+1,301
21
$11.6M 1.38%
22,815
+316
22
$11.4M 1.35%
+33,421
23
$10.9M 1.29%
77,318
-24,504
24
$10.9M 1.29%
46,043
+314
25
$10.4M 1.23%
34,215
+298
1
2 3 4 5