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
$707M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.08M
3
+$5.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.64M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M

Top Sells

1
+$11.4M
2
+$860K
3
+$509K
4
AMAT icon
Applied Materials
AMAT
+$491K
5
AAPL icon
Apple
AAPL
+$433K

Sector Composition

1 Technology 18.19%
2 Industrials 11.15%
3 Healthcare 10.42%
4 Financials 9.85%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.4M 11.66%
827,049
+18,592
2
$49M 6.93%
109,985
-25,545
3
$29M 4.1%
149,381
-2,234
4
$19.2M 2.71%
56,254
-298
5
$17.3M 2.45%
721,360
+8,362
6
$16.3M 2.3%
136,122
-2,926
7
$15.7M 2.22%
637,676
-34,922
8
$14.1M 1.99%
151,225
+61
9
$14.1M 1.99%
76,030
-1,043
10
$14M 1.98%
35,670
-742
11
$13.1M 1.85%
38,415
-467
12
$12.6M 1.78%
74,989
-1,532
13
$12M 1.69%
127,017
+2,730
14
$11.1M 1.57%
112,982
+148
15
$10.9M 1.54%
57,971
+409
16
$10.4M 1.48%
95,708
-1,039
17
$10.4M 1.46%
41,394
-93
18
$10.1M 1.43%
50,729
-188
19
$9.98M 1.41%
57,542
+432
20
$8.9M 1.26%
73,409
+1,855
21
$8.89M 1.26%
36,271
-850
22
$8.85M 1.25%
51,394
+729
23
$8.39M 1.19%
183,626
-1,301
24
$8.01M 1.13%
110,455
+36,474
25
$7.84M 1.11%
27,326
-678
1
2 3 4 5