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
$707M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.08M
3
+$5.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.64M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M

Top Sells

1
+$11.4M
2
+$860K
3
+$509K
4
AMAT icon
Applied Materials
AMAT
+$491K
5
AAPL icon
Apple
AAPL
+$433K

Sector Composition

1 Technology 18.19%
2 Industrials 11.15%
3 Healthcare 10.42%
4 Financials 9.85%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.79M 0.82%
111,912
+1,190
52
$5.75M 0.81%
172,077
-1,344
53
$5.75M 0.81%
14,351
-311
54
$5.71M 0.81%
195,001
+1,946
55
$5.38M 0.76%
86,062
+4,232
56
$5.38M 0.76%
24,249
-189
57
$5.33M 0.75%
29,415
+29
58
$4.95M 0.7%
44,472
+843
59
$4.15M 0.59%
44,461
+962
60
$3.75M 0.53%
12,067
+538
61
$3.6M 0.51%
27,319
+367
62
$3.42M 0.48%
21,232
-454
63
$2.88M 0.41%
13,089
-615
64
$2.87M 0.41%
48,140
-447
65
$2.81M 0.4%
77,912
+1,597
66
$2.75M 0.39%
42,660
+1,125
67
$2.48M 0.35%
53,737
-1,744
68
$2.43M 0.34%
9,981
-44
69
$2.14M 0.3%
21,634
-2,041
70
$2.09M 0.3%
12,072
-253
71
$2.03M 0.29%
43,574
+414
72
$1.8M 0.25%
29,445
-2,053
73
$1.68M 0.24%
3,114
-134
74
$1.5M 0.21%
6,329
-428
75
$1.37M 0.19%
7,319
-868
1 2
3
4 5