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
$350M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$3.98M
3
+$2.49M
4
AAPL icon
Apple
AAPL
+$599K
5
AGN
Allergan plc
AGN
+$271K

Top Sells

1
+$6.39M
2
+$3.91M
3
+$3.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$596K
5
BA icon
Boeing
BA
+$362K

Sector Composition

1 Healthcare 14.57%
2 Financials 12.47%
3 Industrials 12.04%
4 Technology 11.56%
5 Consumer Discretionary 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$224K 0.06%
2,230
-470
102
$217K 0.06%
1,474
+74
103
$210K 0.06%
3,548
-255
104
$208K 0.06%
13,878
-426,672
105
$204K 0.06%
3,000
106
$204K 0.06%
2,510
+50
107
$203K 0.06%
3,843
108
– –
-3,150
109
– –
-6,961
110
– –
-2,970
111
– –
-89,738
1 2 3 4
5