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
$228M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.59M
3
+$2.16M
4
DECK icon
Deckers Outdoor
DECK
+$1.75M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$751K

Top Sells

1
+$2.33M
2
+$2M
3
+$645K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$326K
5
KMI icon
Kinder Morgan
KMI
+$230K

Sector Composition

1 Healthcare 16.86%
2 Industrials 15.37%
3 Technology 13.48%
4 Financials 11.23%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 1.53%
142,312
+8,124
27
$3.41M 1.5%
24,618
+881
28
$3.4M 1.49%
768,624
+37,320
29
$3.35M 1.47%
38,080
+3,135
30
$3.33M 1.46%
35,373
+1,766
31
$3.21M 1.41%
36,956
+2,852
32
$3.14M 1.38%
23,178
-14,763
33
$3.06M 1.34%
49,747
+1,098
34
$2.94M 1.29%
109,873
+10,418
35
$2.92M 1.28%
108,300
+13,701
36
$2.85M 1.25%
87,217
+6,525
37
$2.59M 1.13%
+25,365
38
$2.58M 1.13%
46,479
+3,440
39
$2.57M 1.13%
12,389
+87
40
$2.56M 1.12%
16,054
-14,646
41
$2.52M 1.11%
122,986
+14,596
42
$2.44M 1.07%
30,472
+1,249
43
$2.44M 1.07%
73,512
+4,661
44
$2.36M 1.03%
36,194
+1,740
45
$2.18M 0.96%
75,181
+8,701
46
$2.12M 0.93%
113,994
+11,703
47
$1.7M 0.75%
19,290
+736
48
$1.62M 0.71%
13,980
+202
49
$1.6M 0.7%
14,495
+5,291
50
$1.4M 0.61%
11,198
-95
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