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
$181M
AUM Growth
-$2.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$206K
2
+$177K
3
+$83.9K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$70.9K
5
BHP icon
BHP
BHP
+$68.5K

Top Sells

1
+$8.65M
2
+$2.49M
3
+$2.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.96M
5
MDT icon
Medtronic
MDT
+$179K

Sector Composition

1 Technology 19.55%
2 Industrials 17.3%
3 Healthcare 17.16%
4 Financials 10.73%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.94M 1.63%
138,860
+310
27
$2.93M 1.62%
29,435
-70
28
$2.88M 1.59%
125,568
+1,180
29
$2.78M 1.54%
128,055
-2,205
30
$2.74M 1.52%
28,037
+5
31
$2.7M 1.5%
62,855
+465
32
$2.68M 1.49%
675,080
-1,360
33
$2.66M 1.47%
36,099
+70
34
$2.6M 1.44%
20,458
+120
35
$2.57M 1.42%
31,424
-15
36
$2.56M 1.42%
57,810
-55
37
$2.5M 1.39%
74,880
+810
38
$2.49M 1.38%
124,360
-1,360
39
$2.44M 1.35%
14,420
+160
40
$2.38M 1.32%
26,291
+715
41
$2.35M 1.3%
89,947
+831
42
$2.31M 1.28%
33,638
-56
43
$2.27M 1.26%
88,946
+272
44
$2.25M 1.25%
19,524
-25
45
$2.21M 1.23%
47,452
-821
46
$2.16M 1.2%
24,437
-10
47
$1.98M 1.1%
84,115
+85
48
$1.93M 1.07%
26,086
-1,910
49
$1.9M 1.05%
15,775
-185
50
$1.89M 1.05%
65,705
-140
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