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
$707M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.08M
3
+$5.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.64M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M

Top Sells

1
+$11.4M
2
+$860K
3
+$509K
4
AMAT icon
Applied Materials
AMAT
+$491K
5
AAPL icon
Apple
AAPL
+$433K

Sector Composition

1 Technology 18.19%
2 Industrials 11.15%
3 Healthcare 10.42%
4 Financials 9.85%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.61M 1.08%
9,650
+27
27
$7.33M 1.04%
33,553
-493
28
$7.03M 0.99%
44,186
+776
29
$7.01M 0.99%
217,667
+4,625
30
$6.91M 0.98%
77,447
-1,865
31
$6.84M 0.97%
22,167
-252
32
$6.8M 0.96%
+40,630
33
$6.79M 0.96%
30,571
+641
34
$6.77M 0.96%
80,129
+385
35
$6.64M 0.94%
43,738
-2
36
$6.57M 0.93%
22,788
+843
37
$6.54M 0.93%
22,408
-19
38
$6.49M 0.92%
152,772
-4,292
39
$6.47M 0.92%
20,835
-641
40
$6.45M 0.91%
241,781
+4,031
41
$6.43M 0.91%
16,048
-319
42
$6.33M 0.9%
54,872
-74
43
$6.29M 0.89%
133,784
-459
44
$6.23M 0.88%
52,784
+1,004
45
$6.15M 0.87%
131,230
-565
46
$6.08M 0.86%
+11,229
47
$5.98M 0.85%
36,147
+521
48
$5.95M 0.84%
+134,520
49
$5.89M 0.83%
12,262
-137
50
$5.81M 0.82%
19,626
-213
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