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
$228M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.59M
3
+$2.16M
4
DECK icon
Deckers Outdoor
DECK
+$1.75M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$751K

Top Sells

1
+$2.33M
2
+$2M
3
+$645K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$326K
5
KMI icon
Kinder Morgan
KMI
+$230K

Sector Composition

1 Healthcare 16.86%
2 Industrials 15.37%
3 Technology 13.48%
4 Financials 11.23%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.1M 7.08%
273,950
+36,672
2
$9.68M 4.24%
308,832
+20,840
3
$6.95M 3.05%
82,432
+5,173
4
$6.55M 2.87%
70,114
+4,518
5
$5.71M 2.5%
144,674
+86,776
6
$5.65M 2.48%
40,923
+2,736
7
$5.59M 2.45%
104,302
+4,638
8
$5.46M 2.39%
40,142
+2,047
9
$5.39M 2.36%
31,637
+2,195
10
$5.16M 2.26%
95,478
+4,958
11
$5.06M 2.22%
162,834
+12,060
12
$4.96M 2.18%
163,215
+10,758
13
$4.96M 2.17%
38,461
+3,221
14
$4.93M 2.16%
76,920
+6,532
15
$4.89M 2.15%
75,891
+5,166
16
$4.81M 2.11%
51,608
+2,408
17
$4.64M 2.04%
386,916
+145,704
18
$4.28M 1.88%
75,861
+7,554
19
$4.25M 1.86%
32,422
+1,399
20
$4.17M 1.83%
81,145
+4,240
21
$4.13M 1.81%
66,030
+2,306
22
$3.98M 1.75%
105,875
+3,745
23
$3.97M 1.74%
57,303
+4,008
24
$3.95M 1.73%
25,404
+3,079
25
$3.84M 1.68%
46,189
+2,291
1
2 3 4