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
101
$224K 0.08%
1,755
+251
102
$224K 0.08%
3,482
-42
103
$220K 0.08%
+5,733
104
$220K 0.08%
+4,861
105
$219K 0.08%
+6,219
106
$215K 0.08%
+2,835
107
$209K 0.08%
+8,217
108
$208K 0.08%
3,520
109
$207K 0.07%
+2,659
110
$207K 0.07%
+3,750
111
$204K 0.07%
1,341
+2
112
$200K 0.07%
+3,000
113
$188K 0.07%
+10,500
114
$127K 0.05%
10,001
115
– –
-7,439
116
– –
-3,417
117
– –
-10,544
1 2 3 4
5