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
101
$324K 0.1%
7,948
+295
102
$316K 0.1%
2,136
-585
103
$312K 0.1%
5,409
-23
104
$312K 0.1%
1,730
-100
105
$300K 0.1%
16,000
-500
106
$293K 0.09%
10,200
-688
107
$272K 0.09%
2,439
+165
108
$272K 0.09%
3,952
-56
109
$270K 0.09%
4,261
-1,423
110
$267K 0.08%
4,918
-350
111
$252K 0.08%
4,100
112
$249K 0.08%
9,435
-350
113
$246K 0.08%
2,848
-184
114
$246K 0.08%
19,975
115
$244K 0.08%
3,252
-150
116
$242K 0.08%
8,011
-508
117
$241K 0.08%
2,014
+142
118
$238K 0.08%
3,520
119
$237K 0.08%
5,350
-50
120
$236K 0.08%
1,816
+56
121
$232K 0.07%
9,261
-33,645
122
$227K 0.07%
7,500
-450
123
$220K 0.07%
2,408
+61
124
$218K 0.07%
1,753
-77
125
$202K 0.06%
+3,000
2 3 4
5
6