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
$277M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$3.26M
3
+$3.06M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.85M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$2.11M

Top Sells

1
+$474K
2
+$437K
3
+$355K
4
PHG icon
Philips
PHG
+$223K
5
COST icon
Costco
COST
+$204K

Sector Composition

1 Healthcare 18.35%
2 Industrials 13.16%
3 Technology 10.31%
4 Financials 9.9%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.5M 8.51%
405,250
+49,048
2
$7.98M 2.88%
85,907
+973
3
$7.77M 2.81%
33,052
+152
4
$7.62M 2.75%
318,772
+4,320
5
$7.23M 2.61%
86,854
+364
6
$7.04M 2.54%
42,524
+154
7
$6.6M 2.39%
74,997
+844
8
$6.57M 2.37%
45,353
+964
9
$6.32M 2.28%
175,190
+3,652
10
$6.16M 2.23%
107,855
+944
11
$6.08M 2.2%
41,538
+403
12
$5.86M 2.12%
52,074
+435
13
$5.73M 2.07%
83,293
-870
14
$5.7M 2.06%
173,621
+2,707
15
$5.54M 2%
+73,149
16
$5.39M 1.95%
97,637
+1,141
17
$5.36M 1.94%
50,575
+724
18
$5.2M 1.88%
73,988
+705
19
$5.13M 1.85%
87,538
+95
20
$5.12M 1.85%
835,776
+6,144
21
$4.8M 1.73%
147,172
+1,116
22
$4.79M 1.73%
75,749
+933
23
$4.48M 1.62%
139,812
-1,070
24
$4.45M 1.61%
47,478
-642
25
$4.27M 1.54%
24,099
-106
1
2 3 4 5