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
101
$444K 0.06%
1,777
-198
102
$439K 0.06%
874
-25
103
$430K 0.06%
5,581
104
$419K 0.06%
5,462
+1,600
105
$415K 0.06%
9,102
-862
106
$408K 0.06%
2,590
-90
107
$405K 0.06%
5,558
108
$398K 0.06%
3,823
+1,063
109
$394K 0.06%
7,282
+125
110
$383K 0.05%
2,356
-300
111
$382K 0.05%
7,190
112
$364K 0.05%
1,613
113
$351K 0.05%
2,535
114
$350K 0.05%
2,939
-385
115
$336K 0.05%
3,326
116
$325K 0.05%
2,871
-296
117
$325K 0.05%
1,309
118
$323K 0.05%
4,391
-250
119
$321K 0.05%
1,077
+16
120
$316K 0.04%
1,672
-106
121
$315K 0.04%
1,622
+44
122
$310K 0.04%
2,924
123
$305K 0.04%
+2,400
124
$303K 0.04%
3,175
125
$303K 0.04%
8,520
3 4
5
6 7