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
$376M
AUM Growth
-$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$7.55M
3
+$7.39M
4
AIN icon
Albany International
AIN
+$5.56M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.92M

Top Sells

1
+$7.01M
2
+$7M
3
+$5.55M
4
JWN
Nordstrom
JWN
+$5.46M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.76M

Sector Composition

1 Healthcare 15.08%
2 Technology 13.81%
3 Consumer Discretionary 10.44%
4 Industrials 9.09%
5 Financials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-4,265
102
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-38,834
103
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-17,649
104
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-74,430
105
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-1,699
106
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-3,096
107
– –
-133,322
108
– –
-2,290
109
– –
-3,657
110
– –
-2,295
111
– –
-3,003
112
– –
-2,460
113
– –
-4,359
114
– –
-2,580
1 2 3 4
5