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
$443M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.61M
3
+$2.93M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.57M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.26M

Top Sells

1
+$3.2M
2
+$2.19M
3
+$2.07M
4
META icon
Meta Platforms (Facebook)
META
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$798K

Sector Composition

1 Healthcare 15.17%
2 Technology 14.76%
3 Industrials 9.24%
4 Consumer Discretionary 9.18%
5 Financials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.93M 1.34%
202,286
+77,008
27
$5.72M 1.29%
25,185
-658
28
$5.59M 1.26%
54,647
-941
29
$5.55M 1.25%
19,993
-411
30
$5.51M 1.24%
33,311
-505
31
$5.35M 1.21%
74,035
-797
32
$5.28M 1.19%
205,055
-4,735
33
$5.28M 1.19%
29,262
-367
34
$5.08M 1.15%
53,316
-96
35
$5.05M 1.14%
142,192
-4,550
36
$5.04M 1.14%
73,694
-769
37
$4.77M 1.08%
132,744
-6,787
38
$4.69M 1.06%
49,081
+540
39
$4.63M 1.05%
18,350
-231
40
$4.11M 0.93%
159,718
+7,306
41
$3.8M 0.86%
+38,440
42
$3.77M 0.85%
76,091
-1,920
43
$3.45M 0.78%
20,870
-76
44
$3.3M 0.75%
35,690
-395
45
$3.27M 0.74%
36,501
+1,773
46
$3.22M 0.73%
66,000
-15,300
47
$3.1M 0.7%
18,171
+11,719
48
$2.93M 0.66%
10,574
-2,428
49
$2.93M 0.66%
+54,777
50
$2.22M 0.5%
43,819
+715
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