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
$228M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.59M
3
+$2.16M
4
DECK icon
Deckers Outdoor
DECK
+$1.75M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$751K

Top Sells

1
+$2.33M
2
+$2M
3
+$645K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$326K
5
KMI icon
Kinder Morgan
KMI
+$230K

Sector Composition

1 Healthcare 16.86%
2 Industrials 15.37%
3 Technology 13.48%
4 Financials 11.23%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.61%
14,308
+550
52
$1.34M 0.59%
11,548
53
$1.07M 0.47%
9,898
54
$1.02M 0.45%
20,002
-930
55
$1.01M 0.44%
9,552
56
$990K 0.43%
11,483
+142
57
$961K 0.42%
41,691
+3,155
58
$825K 0.36%
11,821
59
$766K 0.34%
7,857
-639
60
$759K 0.33%
13,490
61
$751K 0.33%
+11,823
62
$732K 0.32%
5,423
63
$710K 0.31%
23,512
-2,460
64
$700K 0.31%
15,021
-1,637
65
$602K 0.26%
6,244
+174
66
$597K 0.26%
6,250
67
$490K 0.21%
6,575
+895
68
$465K 0.2%
3,010
69
$428K 0.19%
7,439
70
$398K 0.17%
2,855
-450
71
$397K 0.17%
5,079
+188
72
$390K 0.17%
3,552
73
$382K 0.17%
14,678
74
$344K 0.15%
3,010
75
$344K 0.15%
3,412
+2
1 2
3
4