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
$228M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.59M
3
+$2.16M
4
DECK icon
Deckers Outdoor
DECK
+$1.75M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$751K

Top Sells

1
+$2.33M
2
+$2M
3
+$645K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$326K
5
KMI icon
Kinder Morgan
KMI
+$230K

Sector Composition

1 Healthcare 16.86%
2 Industrials 15.37%
3 Technology 13.48%
4 Financials 11.23%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$323K 0.14%
4,804
+100
77
$321K 0.14%
4,800
78
$317K 0.14%
4,846
+1,090
79
$270K 0.12%
14,310
-863
80
$260K 0.11%
12,000
81
$260K 0.11%
12,445
-825
82
$257K 0.11%
7,085
-147
83
$252K 0.11%
4,120
-250
84
$249K 0.11%
6,353
+9
85
$241K 0.11%
1,894
+3
86
$235K 0.1%
8,950
87
$230K 0.1%
570
+20
88
$225K 0.1%
2,124
89
$222K 0.1%
9,123
-1,550
90
$213K 0.09%
4,100
91
$213K 0.09%
+4,824
92
$205K 0.09%
1,956
93
$205K 0.09%
6,446
94
$204K 0.09%
1,331
+2
95
$201K 0.09%
5,580
96
$166K 0.07%
10,001
97
$158K 0.07%
4,846
+68
98
– –
-3,680
99
– –
-6,360
100
– –
-2,168
1 2 3
4