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
$575M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.62M
3
+$3.2M
4
DBX icon
Dropbox
DBX
+$3.16M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Top Sells

1
+$4.03M
2
+$3.99M
3
+$3.07M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$519K
5
POR icon
Portland General Electric
POR
+$501K

Sector Composition

1 Technology 17.08%
2 Healthcare 14.27%
3 Consumer Discretionary 8.95%
4 Industrials 8.55%
5 Financials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.2M 1.25%
28,175
+773
27
$7.16M 1.25%
97,201
-5,795
28
$6.79M 1.18%
190,422
-9,731
29
$6.73M 1.17%
122,582
+314
30
$6.69M 1.16%
34,478
+187
31
$6.57M 1.14%
73,744
-105
32
$6.32M 1.1%
75,706
-888
33
$6.27M 1.09%
20,548
+448
34
$6.01M 1.04%
126,641
-10,549
35
$5.94M 1.03%
35,811
-342
36
$5.88M 1.02%
41,540
+32,653
37
$5.84M 1.01%
24,612
-120
38
$5.79M 1.01%
205,220
+12,864
39
$5.61M 0.97%
47,776
-953
40
$5.49M 0.95%
22,053
+20,856
41
$5.35M 0.93%
33,991
+377
42
$5.29M 0.92%
35,730
+614
43
$5.17M 0.9%
71,909
-1,921
44
$4.78M 0.83%
28,938
-325
45
$4.67M 0.81%
34,646
-78
46
$4.01M 0.7%
19,403
-60
47
$3.52M 0.61%
53,349
-1,706
48
$3.33M 0.58%
10,452
-20
49
$3.2M 0.56%
+34,159
50
$3.16M 0.55%
+118,561
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