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
$362M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.19M
3
+$494K
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$476K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$446K

Top Sells

1
+$3.12M
2
+$1.1M
3
+$783K
4
AEO icon
American Eagle Outfitters
AEO
+$296K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$249K

Sector Composition

1 Healthcare 13.89%
2 Consumer Discretionary 12.22%
3 Industrials 12.21%
4 Financials 12.04%
5 Technology 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.41%
50,782
+16,232
52
$1.48M 0.41%
9,752
53
$1.42M 0.39%
5,196
-269
54
$1.36M 0.38%
12,943
+1,210
55
$1.16M 0.32%
9,166
-644
56
$1.15M 0.32%
9,476
-45
57
$1.14M 0.31%
91,164
58
$1.13M 0.31%
10,397
+1,491
59
$1.13M 0.31%
50,230
60
$1.05M 0.29%
16,687
+463
61
$1.01M 0.28%
5,903
-550
62
$976K 0.27%
48,916
-2,908
63
$967K 0.27%
17,340
-620
64
$867K 0.24%
3,821
65
$842K 0.23%
16,740
-2,127
66
$840K 0.23%
8,516
+276
67
$822K 0.23%
5,018
-1,483
68
$761K 0.21%
27,340
-680
69
$725K 0.2%
5,472
70
$618K 0.17%
43,946
+548
71
$600K 0.17%
6,141
-435
72
$544K 0.15%
2,660
73
$512K 0.14%
18,485
74
$504K 0.14%
8,080
-1,875
75
$498K 0.14%
13,659
-2,320
1 2
3
4 5