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
$181M
AUM Growth
-$2.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$206K
2
+$177K
3
+$83.9K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$70.9K
5
BHP icon
BHP
BHP
+$68.5K

Top Sells

1
+$8.65M
2
+$2.49M
3
+$2.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.96M
5
MDT icon
Medtronic
MDT
+$179K

Sector Composition

1 Technology 19.55%
2 Industrials 17.3%
3 Healthcare 17.16%
4 Financials 10.73%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 1.04%
80,736
+954
52
$1.86M 1.03%
32,965
-250
53
$1.85M 1.02%
65,450
+505
54
$1.7M 0.94%
41,625
+4,340
55
$1.65M 0.91%
20,170
+530
56
$1.41M 0.78%
62,042
-230
57
$1.4M 0.77%
31,725
-330
58
$1.35M 0.75%
24,091
+1,218
59
$1.25M 0.69%
30,105
+165
60
$1.16M 0.64%
12,354
61
$1.03M 0.57%
25,988
-817
62
$1.01M 0.56%
9,488
+665
63
$861K 0.48%
43,447
-910
64
$818K 0.45%
9,585
-105
65
$776K 0.43%
6,391
+404
66
$766K 0.42%
16,413
-100
67
$713K 0.39%
17,757
-235
68
$711K 0.39%
6,174
69
$701K 0.39%
13,167
-3,365
70
$599K 0.33%
14,490
71
$596K 0.33%
6,872
+93
72
$421K 0.23%
15,765
+1,500
73
$418K 0.23%
12,780
+15
74
$393K 0.22%
6,125
+250
75
$384K 0.21%
3,050
1 2
3
4