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
$314M
AUM Growth
+$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.75M
3
+$2.18M
4
ILCB icon
iShares Morningstar US Equity ETF
ILCB
+$682K
5
AMN icon
AMN Healthcare
AMN
+$478K

Top Sells

1
+$3.03M
2
+$3.02M
3
+$1.72M
4
HAR
Harman International Industries
HAR
+$1.6M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$851K

Sector Composition

1 Healthcare 14.88%
2 Industrials 11.73%
3 Financials 10.05%
4 Technology 9.63%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$732K 0.23%
30,642
-35,624
77
$730K 0.23%
6,948
78
$716K 0.23%
17,183
-600
79
$689K 0.22%
11,188
+300
80
$647K 0.21%
7,300
81
$637K 0.2%
27,605
-9,615
82
$636K 0.2%
11,776
-90
83
$629K 0.2%
5,250
-82
84
$620K 0.2%
4,240
-97
85
$613K 0.2%
4,837
+65
86
$599K 0.19%
14,178
-71,525
87
$587K 0.19%
8,515
88
$517K 0.16%
7,565
-125
89
$498K 0.16%
7,000
90
$483K 0.15%
5,520
91
$463K 0.15%
3,010
92
$428K 0.14%
4,482
-18
93
$427K 0.14%
5,472
-800
94
$416K 0.13%
2,342
-68
95
$373K 0.12%
3,797
-103
96
$347K 0.11%
+11,644
97
$345K 0.11%
2,000
98
$337K 0.11%
6,568
-3,924
99
$335K 0.11%
4,975
-130
100
$325K 0.1%
10,179
+1,289
2 3
4
5 6