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
$314M
AUM Growth
+$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.75M
3
+$2.18M
4
ILCB icon
iShares Morningstar US Equity ETF
ILCB
+$682K
5
AMN icon
AMN Healthcare
AMN
+$478K

Top Sells

1
+$3.03M
2
+$3.02M
3
+$1.72M
4
HAR
Harman International Industries
HAR
+$1.6M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$851K

Sector Composition

1 Healthcare 14.88%
2 Industrials 11.73%
3 Financials 10.05%
4 Technology 9.63%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 1.27%
25,624
-162
27
$3.99M 1.27%
129,595
-760
28
$3.94M 1.25%
426,948
+5,802
29
$3.94M 1.25%
568,728
-248,488
30
$3.9M 1.24%
130,315
+3,026
31
$3.89M 1.24%
114,675
+419
32
$3.82M 1.22%
118,924
+2,269
33
$3.6M 1.14%
31,194
-454
34
$3.59M 1.14%
90,929
+1,565
35
$3.45M 1.1%
79,673
+2,499
36
$3.41M 1.08%
63,565
+1,934
37
$3.15M 1%
59,846
+7,055
38
$3.15M 1%
28,306
-14,432
39
$3.1M 0.99%
29,780
+26,482
40
$3M 0.95%
78,013
+12,422
41
$2.95M 0.94%
52,868
+1,209
42
$2.9M 0.92%
57,814
+1,179
43
$2.89M 0.92%
24,263
-614
44
$2.81M 0.9%
94,368
+1,152
45
$2.41M 0.77%
36,828
+176
46
$2.05M 0.65%
61,884
+20,548
47
$1.88M 0.6%
18,121
-947
48
$1.82M 0.58%
414,311
-2,360
49
$1.67M 0.53%
31,362
-2,071
50
$1.56M 0.5%
16,414
+2,997
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2
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