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
$762M
AUM Growth
+$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$8.64M
3
+$7.03M
4
V icon
Visa
V
+$6.99M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.09M

Top Sells

1
+$10.3M
2
+$8.19M
3
+$6.91M
4
INTC icon
Intel
INTC
+$6.72M
5
VNT icon
Vontier
VNT
+$6.71M

Sector Composition

1 Technology 15.78%
2 Financials 10.6%
3 Industrials 9.54%
4 Healthcare 7.97%
5 Consumer Staples 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.98M 1.31%
98,964
+9,582
27
$8.65M 1.13%
46,378
+4,493
28
$8.64M 1.13%
+14,857
29
$8.45M 1.11%
32,468
+26,854
30
$8.18M 1.07%
108,616
-3,486
31
$8.15M 1.07%
81,915
+6,062
32
$8.09M 1.06%
23,339
+2,184
33
$7.84M 1.03%
16,427
+1,858
34
$7.82M 1.03%
17,747
+1,423
35
$7.67M 1.01%
46,910
+5,193
36
$7.41M 0.97%
88,373
+6,900
37
$7.22M 0.95%
87,594
+43,545
38
$6.93M 0.91%
212,128
+15,338
39
$6.85M 0.9%
149,790
+13,511
40
$6.83M 0.9%
231,550
-5,939
41
$6.73M 0.88%
156,410
+18,230
42
$6.52M 0.86%
32,636
+2,664
43
$6.33M 0.83%
36,792
+3,139
44
$5.87M 0.77%
16,588
-330
45
$4.93M 0.65%
13,815
+1,283
46
$4.8M 0.63%
44,265
-178
47
$4.39M 0.58%
30,813
+3,070
48
$4.22M 0.55%
42,970
-1,426
49
$3.35M 0.44%
52,638
+3,605
50
$3.2M 0.42%
18,408
-1,206
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