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
$194M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$437K
2
+$360K
3
+$222K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$120K
5
MMM icon
3M
MMM
+$104K

Top Sells

1
+$1.86M
2
+$1.22M
3
+$842K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$233K
5
LH icon
Labcorp
LH
+$210K

Sector Composition

1 Technology 18.77%
2 Industrials 17.98%
3 Healthcare 16.6%
4 Financials 11.01%
5 Consumer Staples 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$360K 0.19%
+3,385
77
$324K 0.17%
3,232
-52
78
$320K 0.17%
11,965
-3,800
79
$317K 0.16%
7,676
+16
80
$299K 0.15%
3,430
-82
81
$289K 0.15%
17,794
82
$268K 0.14%
9,205
-113
83
$248K 0.13%
9,170
84
$245K 0.13%
1,825
-28
85
$245K 0.13%
2,520
-100
86
$240K 0.12%
4,304
87
$222K 0.11%
+2,908
88
$201K 0.1%
3,210
-20
89
– –
-32,965
90
– –
-2,462
1 2 3
4