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
$239M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.63M
3
+$2.55M
4
JWN
Nordstrom
JWN
+$1.76M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.03M

Top Sells

1
+$4.47M
2
+$605K
3
+$397K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$378K
5
BSJF
GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF
BSJF
+$360K

Sector Composition

1 Healthcare 17.15%
2 Industrials 13.59%
3 Technology 12.27%
4 Financials 10.77%
5 Consumer Discretionary 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.38M 1.42%
86,171
+1,245
27
$3.23M 1.35%
24,593
+258
28
$3.17M 1.33%
24,125
-1,712
29
$3.13M 1.31%
62,598
-5,673
30
$3.08M 1.29%
58,796
-742
31
$3.04M 1.27%
117,103
+1,216
32
$3.02M 1.27%
17,621
+661
33
$3.01M 1.26%
412,759
-11,255
34
$3.01M 1.26%
91,279
+267
35
$2.96M 1.24%
376,164
-27,132
36
$2.89M 1.21%
39,970
-16
37
$2.8M 1.17%
76,897
+908
38
$2.64M 1.11%
37,104
+1,392
39
$2.63M 1.1%
69,400
-117,880
40
$2.6M 1.09%
30,699
-198
41
$2.59M 1.09%
29,470
-3,377
42
$2.55M 1.07%
+29,634
43
$2.47M 1.03%
81,719
+1,856
44
$2.42M 1.02%
51,939
-572
45
$2.42M 1.01%
36,261
-248
46
$2.41M 1.01%
11,780
-515
47
$2.26M 0.95%
24,615
+532
48
$2.16M 0.9%
43,288
+35,413
49
$2.07M 0.87%
43,319
-736
50
$1.97M 0.82%
118,467
-10,559
1
2
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