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
$670M
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$3.99M
3
+$3.1M
4
ACN icon
Accenture
ACN
+$2.78M
5
GWW icon
W.W. Grainger
GWW
+$2.59M

Top Sells

1
+$12.6M
2
+$6.66M
3
+$4.13M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.58M
5
META icon
Meta Platforms (Facebook)
META
+$3.12M

Sector Composition

1 Technology 16.05%
2 Financials 10.61%
3 Healthcare 10.52%
4 Industrials 10.25%
5 Consumer Staples 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.83M 1.17%
91,894
-3,814
27
$7.73M 1.15%
112,102
+1,647
28
$7.63M 1.14%
185,833
+2,207
29
$6.94M 1.04%
89,382
+3,320
30
$6.91M 1.03%
30,657
+86
31
$6.74M 1%
217,882
+215
32
$6.56M 0.98%
156,266
+3,494
33
$6.53M 0.97%
44,789
+1,051
34
$6.47M 0.96%
237,489
-4,292
35
$6.4M 0.96%
196,790
+1,789
36
$6.39M 0.95%
21,155
+320
37
$6.37M 0.95%
14,569
+218
38
$6.31M 0.94%
41,717
+1,087
39
$6.27M 0.94%
23,347
-902
40
$6.1M 0.91%
136,279
+2,495
41
$6.08M 0.91%
81,473
+1,344
42
$6.01M 0.9%
22,808
+400
43
$5.96M 0.89%
16,324
+276
44
$5.93M 0.88%
11,407
+178
45
$5.91M 0.88%
166,245
-5,832
46
$5.89M 0.88%
109,587
-2,325
47
$5.81M 0.87%
71,736
-5,711
48
$5.65M 0.84%
29,972
+557
49
$5.61M 0.84%
138,180
+3,660
50
$5.56M 0.83%
54,025
-847
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