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
$181M
AUM Growth
-$2.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$206K
2
+$177K
3
+$83.9K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$70.9K
5
BHP icon
BHP
BHP
+$68.5K

Top Sells

1
+$8.65M
2
+$2.49M
3
+$2.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.96M
5
MDT icon
Medtronic
MDT
+$179K

Sector Composition

1 Technology 19.55%
2 Industrials 17.3%
3 Healthcare 17.16%
4 Financials 10.73%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$374K 0.21%
4,948
+61
77
$304K 0.17%
3,512
-168
78
$297K 0.16%
3,284
+52
79
$290K 0.16%
7,660
+107
80
$254K 0.14%
9,318
+219
81
$254K 0.14%
17,794
82
$252K 0.14%
2,620
-125
83
$244K 0.14%
9,170
84
$212K 0.12%
1,853
+33
85
$210K 0.12%
2,462
86
$206K 0.11%
+4,304
87
$206K 0.11%
3,230
+20
88
– –
-24,440
89
– –
-168,016
90
– –
-34,241
91
– –
-191,648
1 2 3
4