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
$520M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.89M
3
+$1.23M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$421K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$392K

Top Sells

1
+$3.07M
2
+$2.8M
3
+$2.76M
4
THO icon
Thor Industries
THO
+$1.73M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$929K

Sector Composition

1 Technology 16.7%
2 Healthcare 14.46%
3 Consumer Discretionary 8.71%
4 Industrials 8.28%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.91M 1.33%
17,968
-382
27
$6.79M 1.31%
200,153
-4,902
28
$6.35M 1.22%
27,402
-1,090
29
$6.04M 1.16%
24,732
-453
30
$5.87M 1.13%
137,190
-5,002
31
$5.79M 1.11%
73,830
-205
32
$5.62M 1.08%
76,594
+503
33
$5.6M 1.08%
192,356
-9,930
34
$5.56M 1.07%
33,614
+303
35
$5.41M 1.04%
73,849
+155
36
$5.34M 1.03%
20,100
+107
37
$5.13M 0.99%
29,213
-49
38
$5.13M 0.99%
48,729
-352
39
$4.88M 0.94%
122,268
-10,476
40
$4.66M 0.9%
36,153
-348
41
$4.63M 0.89%
35,116
-574
42
$4.36M 0.84%
20,356
-514
43
$3.9M 0.75%
55,055
+278
44
$3.79M 0.73%
19,463
+1,292
45
$3.54M 0.68%
29,263
-25,384
46
$3.4M 0.65%
10,472
-102
47
$3.23M 0.62%
34,724
-18,592
48
$3.17M 0.61%
123,570
-36,148
49
$3.1M 0.6%
57,248
-8,752
50
$2.53M 0.49%
43,945
+126
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