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
$277M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$3.26M
3
+$3.06M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.85M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$2.11M

Top Sells

1
+$474K
2
+$437K
3
+$355K
4
PHG icon
Philips
PHG
+$223K
5
COST icon
Costco
COST
+$204K

Sector Composition

1 Healthcare 18.35%
2 Industrials 13.16%
3 Technology 10.31%
4 Financials 9.9%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$457K 0.17%
3,031
+1,171
77
$453K 0.16%
6,104
78
$423K 0.15%
10,500
+3,932
79
$413K 0.15%
3,010
80
$377K 0.14%
4,447
+616
81
$352K 0.13%
+4,792
82
$343K 0.12%
6,148
-655
83
$326K 0.12%
+9,745
84
$316K 0.11%
+12,008
85
$313K 0.11%
2,274
+400
86
$313K 0.11%
+12,125
87
$302K 0.11%
3,085
+44
88
$291K 0.11%
10,885
-5,255
89
$275K 0.1%
4,100
90
$275K 0.1%
2,742
91
$272K 0.1%
+3,790
92
$256K 0.09%
+6,648
93
$247K 0.09%
+3,969
94
$245K 0.09%
+4,454
95
$245K 0.09%
+4,788
96
$244K 0.09%
+1,981
97
$240K 0.09%
1,998
+128
98
$239K 0.09%
+2,347
99
$230K 0.08%
+5,356
100
$230K 0.08%
4,855
-2,745
1 2 3
4
5