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
$178M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.83M
3
+$1.7M
4
AAPL icon
Apple
AAPL
+$356K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$307K

Top Sells

1
+$10.9M
2
+$2.09M
3
+$1.94M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.06M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$356K

Sector Composition

1 Healthcare 19.04%
2 Technology 18.36%
3 Industrials 16.86%
4 Financials 11.89%
5 Consumer Staples 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.72%
11,629
+11
52
$1.27M 0.71%
11,548
53
$1.11M 0.62%
27,315
+511
54
$927K 0.52%
8,700
+28
55
$847K 0.48%
37,789
-7,870
56
$838K 0.47%
16,770
-1,610
57
$731K 0.41%
6,128
-235
58
$731K 0.41%
5,375
-2,035
59
$708K 0.4%
5,649
-305
60
$703K 0.4%
13,555
+65
61
$689K 0.39%
11,118
-1,006
62
$663K 0.37%
6,042
-410
63
$598K 0.34%
5,635
64
$505K 0.28%
22,165
-2,942
65
$478K 0.27%
6,628
-712
66
$467K 0.26%
15,761
-1,375
67
$441K 0.25%
16,678
+2,798
68
$411K 0.23%
4,907
-263
69
$406K 0.23%
14,935
-1,545
70
$393K 0.22%
3,029
71
$357K 0.2%
7,179
-1,655
72
$336K 0.19%
3,258
73
$329K 0.19%
4,610
-25
74
$307K 0.17%
+5,450
75
$302K 0.17%
7,255
-3,490
1 2
3
4