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
126
$289K 0.04%
2,292
-71
127
$289K 0.04%
3,064
-34
128
$285K 0.04%
+1,589
129
$276K 0.04%
974
-125
130
$275K 0.04%
2,568
+111
131
$275K 0.04%
+4,200
132
$270K 0.04%
+11,400
133
$269K 0.04%
1,329
-150
134
$269K 0.04%
4,209
+130
135
$255K 0.04%
7,425
136
$250K 0.04%
+4,000
137
$247K 0.04%
2,152
-30
138
$243K 0.03%
+2,150
139
$239K 0.03%
3,000
140
$238K 0.03%
1,768
+208
141
$230K 0.03%
2,662
+25
142
$227K 0.03%
495
143
$226K 0.03%
+10,300
144
$225K 0.03%
4,296
+102
145
$210K 0.03%
2,203
146
$208K 0.03%
+4,242
147
$208K 0.03%
+965
148
$206K 0.03%
+2,284
149
$206K 0.03%
5,534
-263
150
$201K 0.03%
+4,947
3 4 5
6
7