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
$469M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.07M
3
+$1.79M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.01M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$865K

Top Sells

1
+$5.25M
2
+$4.59M
3
+$1.08M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.07M
5
LRCX icon
Lam Research
LRCX
+$567K

Sector Composition

1 Consumer Discretionary 13.58%
2 Technology 12.35%
3 Healthcare 10.83%
4 Financials 10.63%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.27%
8,529
-141
52
$1.22M 0.26%
12,044
-108
53
$1.21M 0.26%
7,415
-406
54
$1.15M 0.25%
7,306
-1,089
55
$1.14M 0.24%
45,160
-2,250
56
$1.13M 0.24%
6,813
+184
57
$1.13M 0.24%
36,444
-6,406
58
$1.1M 0.23%
3,366
-460
59
$1.06M 0.23%
74,430
-7,521
60
$1.03M 0.22%
10,173
-1,181
61
$1.03M 0.22%
9,622
+230
62
$1.02M 0.22%
15,300
-80
63
$1.01M 0.22%
7,762
-400
64
$972K 0.21%
8,533
65
$887K 0.19%
7,362
-114
66
$831K 0.18%
17,160
-1,320
67
$799K 0.17%
13,007
-247
68
$793K 0.17%
22,082
-1,348
69
$781K 0.17%
38,834
-620
70
$778K 0.17%
3,653
71
$729K 0.16%
3,431
+108
72
$700K 0.15%
3,660
-432
73
$638K 0.14%
28,072
74
$618K 0.13%
2,886
75
$567K 0.12%
21,570
-1,206
1 2
3
4 5