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
$277M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$3.26M
3
+$3.06M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.85M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$2.11M

Top Sells

1
+$474K
2
+$437K
3
+$355K
4
PHG icon
Philips
PHG
+$223K
5
COST icon
Costco
COST
+$204K

Sector Composition

1 Healthcare 18.35%
2 Industrials 13.16%
3 Technology 10.31%
4 Financials 9.9%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.56%
+106,442
52
$1.55M 0.56%
+85,760
53
$1.5M 0.54%
104,956
+2,727
54
$1.39M 0.5%
12,283
-695
55
$1.37M 0.49%
11,884
-114
56
$1.36M 0.49%
12,048
-730
57
$1.35M 0.49%
11,548
58
$1.29M 0.47%
10,640
+3,720
59
$1.27M 0.46%
17,164
-1,730
60
$1.13M 0.41%
+10,790
61
$1.08M 0.39%
+55,730
62
$1.04M 0.37%
13,111
63
$990K 0.36%
20,517
-300
64
$976K 0.35%
8,568
+105
65
$919K 0.33%
16,450
+3,101
66
$916K 0.33%
26,480
-140
67
$913K 0.33%
29,740
+904
68
$781K 0.28%
7,348
69
$759K 0.27%
6,332
+82
70
$739K 0.27%
+27,372
71
$734K 0.27%
7,002
+1,508
72
$724K 0.26%
11,217
+318
73
$711K 0.26%
4,530
-1,300
74
$651K 0.24%
39,742
+1,633
75
$475K 0.17%
6,000
+1,200
1 2
3
4 5