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
$543M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.75M
3
+$4.41M
4
CSCO icon
Cisco
CSCO
+$3.91M
5
ACN icon
Accenture
ACN
+$3.77M

Top Sells

1
+$10.2M
2
+$4.42M
3
+$759K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$392K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$371K

Sector Composition

1 Technology 17.76%
2 Healthcare 11.83%
3 Financials 7.58%
4 Industrials 6.67%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,631
127
– –
-2,400
128
– –
-7,505
129
– –
-1,721
130
– –
-12,807
131
– –
-1,200
132
– –
-4,947
133
– –
-6,151
2 3 4 5
6