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
$194M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$437K
2
+$360K
3
+$222K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$120K
5
MMM icon
3M
MMM
+$104K

Top Sells

1
+$1.86M
2
+$1.22M
3
+$842K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$233K
5
LH icon
Labcorp
LH
+$210K

Sector Composition

1 Technology 18.77%
2 Industrials 17.98%
3 Healthcare 16.6%
4 Financials 11.01%
5 Consumer Staples 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.83M 3.01%
298,424
+3,808
2
$5.29M 2.73%
71,194
+186
3
$5.27M 2.72%
63,070
-14,650
4
$4.84M 2.5%
35,435
-288
5
$4.36M 2.25%
160,800
+3,493
6
$4.05M 2.09%
70,447
+66
7
$4.02M 2.07%
28,492
+172
8
$4M 2.07%
33,781
-39
9
$3.92M 2.02%
55,195
+22
10
$3.87M 2%
98,648
-1,260
11
$3.86M 1.99%
38,708
+630
12
$3.78M 1.95%
74,231
-2,305
13
$3.67M 1.89%
44,210
-89
14
$3.66M 1.89%
32,440
+919
15
$3.61M 1.86%
108,152
-1,854
16
$3.59M 1.85%
138,106
-754
17
$3.59M 1.85%
91,222
-532
18
$3.56M 1.84%
47,889
-26
19
$3.45M 1.78%
73,341
-3,254
20
$3.38M 1.74%
35,954
+74
21
$3.35M 1.73%
62,994
-490
22
$3.33M 1.72%
51,028
-279
23
$3.26M 1.68%
74,983
+103
24
$3.25M 1.68%
18,144
-553
25
$3.25M 1.68%
46,012
+176
1
2 3 4