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
$314M
AUM Growth
+$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.75M
3
+$2.18M
4
ILCB icon
iShares Morningstar US Equity ETF
ILCB
+$682K
5
AMN icon
AMN Healthcare
AMN
+$478K

Top Sells

1
+$3.03M
2
+$3.02M
3
+$1.72M
4
HAR
Harman International Industries
HAR
+$1.6M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$851K

Sector Composition

1 Healthcare 14.88%
2 Industrials 11.73%
3 Financials 10.05%
4 Technology 9.63%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.49%
13,032
-1,025
52
$1.52M 0.48%
9,538
-195
53
$1.51M 0.48%
6,732
-487
54
$1.47M 0.47%
10,898
-529
55
$1.47M 0.47%
6,563
-185
56
$1.44M 0.46%
11,548
57
$1.37M 0.43%
11,668
-345
58
$1.34M 0.43%
11,690
-3,505
59
$1.24M 0.4%
11,877
-835
60
$1.23M 0.39%
14,737
-1,529
61
$1.2M 0.38%
110,319
-74,748
62
$1.14M 0.36%
55,129
-2,135
63
$1.03M 0.33%
51,685
-6,200
64
$1.01M 0.32%
33,655
-1,034
65
$982K 0.31%
19,702
-215
66
$946K 0.3%
55,466
-14,128
67
$926K 0.29%
8,558
+170
68
$907K 0.29%
16,825
-305
69
$902K 0.29%
10,185
-770
70
$862K 0.27%
42,331
+2,588
71
$858K 0.27%
13,152
-3,421
72
$843K 0.27%
21,840
-2,640
73
$836K 0.27%
11,670
-350
74
$818K 0.26%
10,790
-650
75
$793K 0.25%
9,480
-560
1 2
3
4 5