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
151
$68.9K 0.01%
1,000
152
– –
-8,033
153
– –
-17,916
154
– –
-3,458
3 4 5 6
7