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
$314M
AUM Growth
+$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.75M
3
+$2.18M
4
ILCB icon
iShares Morningstar US Equity ETF
ILCB
+$682K
5
AMN icon
AMN Healthcare
AMN
+$478K

Top Sells

1
+$3.03M
2
+$3.02M
3
+$1.72M
4
HAR
Harman International Industries
HAR
+$1.6M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$851K

Sector Composition

1 Healthcare 14.88%
2 Industrials 11.73%
3 Financials 10.05%
4 Technology 9.63%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.9M 13.65%
624,184
+72,448
2
$10.5M 3.34%
365,800
+7,228
3
$8.39M 2.67%
71,560
+368
4
$7.91M 2.51%
48,502
-216
5
$7.72M 2.46%
74,802
+793
6
$7.33M 2.33%
53,632
+78
7
$6.96M 2.21%
84,132
+726
8
$6.57M 2.09%
181,200
+3,633
9
$6.23M 1.98%
132,556
+46,288
10
$6.17M 1.96%
41,382
+295
11
$6.17M 1.96%
177,358
+2,920
12
$6.06M 1.93%
73,032
+227
13
$5.94M 1.89%
36,787
+402
14
$5.93M 1.89%
56,734
+359
15
$5.9M 1.88%
106,244
+190
16
$5.82M 1.85%
121,435
+2,104
17
$5.56M 1.77%
82,440
+914
18
$5.33M 1.7%
23,745
+372
19
$4.92M 1.57%
59,730
+1,196
20
$4.87M 1.55%
95,783
+434
21
$4.63M 1.47%
74,687
+70
22
$4.6M 1.46%
51,047
-1,065
23
$4.36M 1.39%
27,475
+385
24
$4.29M 1.36%
108,260
+1,380
25
$4.27M 1.36%
66,907
+4,986
1
2 3 4 5