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
$194M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$437K
2
+$360K
3
+$222K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$120K
5
MMM icon
3M
MMM
+$104K

Top Sells

1
+$1.86M
2
+$1.22M
3
+$842K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$233K
5
LH icon
Labcorp
LH
+$210K

Sector Composition

1 Technology 18.77%
2 Industrials 17.98%
3 Healthcare 16.6%
4 Financials 11.01%
5 Consumer Staples 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 1.67%
46,236
-204
27
$3.23M 1.67%
124,625
-943
28
$3.21M 1.66%
29,352
-83
29
$3.1M 1.6%
675,816
+736
30
$3.04M 1.57%
63,326
+471
31
$3.04M 1.57%
28,163
+126
32
$3.01M 1.55%
58,022
+212
33
$2.98M 1.54%
36,184
+85
34
$2.91M 1.5%
31,336
-88
35
$2.9M 1.5%
26,094
-197
36
$2.72M 1.41%
20,561
+103
37
$2.71M 1.4%
14,591
+171
38
$2.71M 1.4%
128,600
+545
39
$2.7M 1.39%
105,661
-32,964
40
$2.67M 1.38%
124,876
+516
41
$2.67M 1.38%
19,908
+384
42
$2.54M 1.31%
46,645
-807
43
$2.46M 1.27%
34,159
+521
44
$2.34M 1.21%
88,221
-725
45
$2.27M 1.17%
26,016
-70
46
$2.24M 1.16%
84,377
+262
47
$2.21M 1.14%
24,467
+30
48
$2.21M 1.14%
15,916
+141
49
$2.16M 1.11%
81,247
+511
50
$2.14M 1.11%
90,453
+506
1
2
3 4