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
$181M
AUM Growth
-$2.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$206K
2
+$177K
3
+$83.9K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$70.9K
5
BHP icon
BHP
BHP
+$68.5K

Top Sells

1
+$8.65M
2
+$2.49M
3
+$2.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.96M
5
MDT icon
Medtronic
MDT
+$179K

Sector Composition

1 Technology 19.55%
2 Industrials 17.3%
3 Healthcare 17.16%
4 Financials 10.73%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.23M 2.9%
77,720
-1,240
2
$5.02M 2.78%
294,616
-6,580
3
$4.46M 2.47%
71,008
-360
4
$4.2M 2.32%
35,723
-20
5
$4.05M 2.24%
76,595
-2,910
6
$3.85M 2.13%
99,908
+666
7
$3.84M 2.13%
33,820
-925
8
$3.79M 2.1%
70,381
+5
9
$3.76M 2.08%
28,320
+135
10
$3.71M 2.06%
76,536
+1,730
11
$3.52M 1.95%
44,299
+190
12
$3.51M 1.94%
55,173
-587
13
$3.43M 1.9%
157,307
+120
14
$3.41M 1.89%
110,006
-300
15
$3.33M 1.85%
91,754
-60
16
$3.31M 1.83%
18,697
+185
17
$3.28M 1.82%
138,625
-835
18
$3.28M 1.81%
38,078
-298
19
$3.23M 1.79%
47,915
+349
20
$3.19M 1.76%
45,836
-100
21
$3.16M 1.75%
63,484
+70
22
$3.15M 1.74%
31,521
+54
23
$3.04M 1.69%
51,307
-30
24
$3M 1.66%
46,440
-1,200
25
$2.95M 1.63%
35,880
-1,510
1
2 3 4