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
$178M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.83M
3
+$1.7M
4
AAPL icon
Apple
AAPL
+$356K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$307K

Top Sells

1
+$10.9M
2
+$2.09M
3
+$1.94M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.06M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$356K

Sector Composition

1 Healthcare 19.04%
2 Technology 18.36%
3 Industrials 16.86%
4 Financials 11.89%
5 Consumer Staples 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 1.7%
23,689
-71
27
$2.96M 1.67%
80,765
-134
28
$2.96M 1.67%
126,140
+4,620
29
$2.87M 1.61%
45,839
+215
30
$2.81M 1.58%
14,155
-431
31
$2.78M 1.56%
709,088
+25,376
32
$2.75M 1.54%
100,427
+2,725
33
$2.66M 1.5%
32,787
+322
34
$2.43M 1.37%
32,527
+797
35
$2.38M 1.34%
32,614
-303
36
$2.38M 1.34%
80,942
+3,229
37
$2.35M 1.32%
88,447
+2,944
38
$2.22M 1.25%
30,347
+1,319
39
$2.18M 1.23%
74,319
+2,318
40
$2.14M 1.2%
66,631
+1,453
41
$2.05M 1.15%
+53,800
42
$1.83M 1.03%
+90,130
43
$1.72M 0.97%
63,695
+1,756
44
$1.7M 0.96%
+23,741
45
$1.61M 0.91%
19,133
-1,621
46
$1.57M 0.88%
44,731
+1,003
47
$1.54M 0.86%
13,308
-1,825
48
$1.53M 0.86%
18,838
-3,215
49
$1.38M 0.78%
28,490
-7,330
50
$1.29M 0.73%
12,739
-2,065
1
2
3 4