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
$707M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.08M
3
+$5.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.64M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M

Top Sells

1
+$11.4M
2
+$860K
3
+$509K
4
AMAT icon
Applied Materials
AMAT
+$491K
5
AAPL icon
Apple
AAPL
+$433K

Sector Composition

1 Technology 18.19%
2 Industrials 11.15%
3 Healthcare 10.42%
4 Financials 9.85%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.18%
10,612
+872
77
$1.28M 0.18%
4,845
-381
78
$1.08M 0.15%
7,682
-515
79
$1.08M 0.15%
2,927
80
$1.03M 0.15%
7,159
-3,395
81
$995K 0.14%
+5,725
82
$857K 0.12%
11,550
-934
83
$772K 0.11%
11,063
+496
84
$742K 0.11%
+4,960
85
$732K 0.1%
+42,450
86
$700K 0.1%
2,886
87
$648K 0.09%
9,197
-658
88
$647K 0.09%
3,254
-12
89
$638K 0.09%
19,505
-2,865
90
$553K 0.08%
5,181
+461
91
$539K 0.08%
+4,060
92
$531K 0.08%
1,800
-96
93
$530K 0.07%
+22,960
94
$501K 0.07%
13,862
-3,610
95
$491K 0.07%
23,354
+98
96
$491K 0.07%
4,447
-985
97
$485K 0.07%
8,215
-154
98
$484K 0.07%
5,164
-20
99
$479K 0.07%
+2,685
100
$457K 0.06%
2,031
-782
2 3
4
5 6