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
$194M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$437K
2
+$360K
3
+$222K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$120K
5
MMM icon
3M
MMM
+$104K

Top Sells

1
+$1.86M
2
+$1.22M
3
+$842K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$233K
5
LH icon
Labcorp
LH
+$210K

Sector Composition

1 Technology 18.77%
2 Industrials 17.98%
3 Healthcare 16.6%
4 Financials 11.01%
5 Consumer Staples 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.95M 1.01%
65,176
-529
52
$1.94M 1%
64,235
-1,215
53
$1.73M 0.89%
20,850
+680
54
$1.51M 0.78%
36,052
-5,573
55
$1.42M 0.73%
24,566
+475
56
$1.39M 0.72%
57,471
-4,571
57
$1.36M 0.7%
30,701
-1,024
58
$1.23M 0.64%
30,093
-12
59
$1.19M 0.61%
11,548
-806
60
$1.1M 0.57%
9,578
+90
61
$1.02M 0.53%
43,549
+102
62
$889K 0.46%
9,455
-130
63
$850K 0.44%
20,662
+2,905
64
$799K 0.41%
6,395
+4
65
$794K 0.41%
16,163
-250
66
$757K 0.39%
14,395
+1,228
67
$753K 0.39%
25,182
-806
68
$699K 0.36%
6,925
+751
69
$658K 0.34%
14,490
70
$626K 0.32%
6,842
-30
71
$437K 0.23%
+4,211
72
$429K 0.22%
12,780
73
$418K 0.22%
6,220
+95
74
$413K 0.21%
3,050
75
$400K 0.21%
6,508
+1,560
1 2
3
4