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
$277M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$3.26M
3
+$3.06M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.85M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$2.11M

Top Sells

1
+$474K
2
+$437K
3
+$355K
4
PHG icon
Philips
PHG
+$223K
5
COST icon
Costco
COST
+$204K

Sector Composition

1 Healthcare 18.35%
2 Industrials 13.16%
3 Technology 10.31%
4 Financials 9.9%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.16M 1.5%
433,932
+14,064
27
$4.06M 1.47%
124,351
+2,652
28
$4M 1.45%
116,924
+139
29
$3.92M 1.42%
27,006
+1,620
30
$3.88M 1.4%
131,426
+2,866
31
$3.8M 1.37%
108,140
-240
32
$3.8M 1.37%
63,927
+1,876
33
$3.47M 1.25%
78,657
+350
34
$3.46M 1.25%
26,606
-29
35
$3.34M 1.21%
62,311
-65
36
$3.31M 1.2%
87,501
+1,871
37
$3.27M 1.18%
60,853
+2,407
38
$3.26M 1.18%
+322,365
39
$3.06M 1.1%
+42,555
40
$2.72M 0.98%
37,156
+268
41
$2.67M 0.97%
32,684
+1,306
42
$2.47M 0.89%
425,413
+13,530
43
$2.43M 0.88%
25,021
-620
44
$2.4M 0.87%
45,979
+375
45
$2.34M 0.85%
92,571
+1,405
46
$2.27M 0.82%
52,013
+655
47
$2.11M 0.76%
+98,738
48
$1.71M 0.62%
45,023
+47
49
$1.67M 0.6%
+70,127
50
$1.65M 0.6%
7,844
-2,077
1
2
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