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
$362M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.19M
3
+$494K
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$476K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$446K

Top Sells

1
+$3.12M
2
+$1.1M
3
+$783K
4
AEO icon
American Eagle Outfitters
AEO
+$296K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$249K

Sector Composition

1 Healthcare 13.89%
2 Consumer Discretionary 12.22%
3 Industrials 12.21%
4 Financials 12.04%
5 Technology 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.41M 1.22%
114,704
-5,116
27
$4.39M 1.21%
126,412
-4,614
28
$4.2M 1.16%
90,990
+2,114
29
$4.2M 1.16%
31,430
-1,314
30
$4.18M 1.15%
100,008
+1,744
31
$4.15M 1.15%
64,606
-2,646
32
$4.03M 1.11%
40,893
-57
33
$3.89M 1.08%
77,212
-453
34
$3.87M 1.07%
55,915
-1,175
35
$3.62M 1%
43,707
-344
36
$3.54M 0.98%
33,750
-47
37
$3.49M 0.97%
21,235
-69
38
$3.45M 0.95%
80,711
-2,096
39
$3.43M 0.95%
72,991
+747
40
$3.33M 0.92%
+144,835
41
$3.19M 0.88%
+27,510
42
$2.83M 0.78%
21,284
-460
43
$2.48M 0.69%
38,256
+247
44
$2.34M 0.65%
14,046
+23
45
$2.3M 0.63%
23,571
+1,951
46
$1.89M 0.52%
14,287
-724
47
$1.86M 0.51%
12,890
-913
48
$1.66M 0.46%
10,138
-150
49
$1.53M 0.42%
7,324
-711
50
$1.5M 0.42%
10,709
-1,772
1
2
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