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
$443M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.61M
3
+$2.93M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.57M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.26M

Top Sells

1
+$3.2M
2
+$2.19M
3
+$2.07M
4
META icon
Meta Platforms (Facebook)
META
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$798K

Sector Composition

1 Healthcare 15.17%
2 Technology 14.76%
3 Industrials 9.24%
4 Consumer Discretionary 9.18%
5 Financials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.45%
8,812
-408
52
$1.92M 0.43%
10,258
53
$1.8M 0.41%
5,058
-84
54
$1.6M 0.36%
11,617
-505
55
$1.58M 0.36%
10,552
-558
56
$1.37M 0.31%
+33,559
57
$1.3M 0.29%
6,495
-1,116
58
$1.28M 0.29%
9,263
-415
59
$1.23M 0.28%
8,256
-357
60
$1.16M 0.26%
9,229
-437
61
$1.03M 0.23%
+6,672
62
$1.02M 0.23%
17,362
-523
63
$938K 0.21%
9,444
+36
64
$935K 0.21%
4,200
+192
65
$917K 0.21%
3,301
+20
66
$866K 0.2%
11,780
-560
67
$834K 0.19%
14,444
68
$815K 0.18%
7,027
-710
69
$774K 0.17%
13,006
+114
70
$661K 0.15%
25,132
71
$652K 0.15%
28,635
-740
72
$639K 0.14%
2,886
73
$574K 0.13%
7,437
+784
74
$552K 0.12%
8,678
-538
75
$548K 0.12%
3,943
+81
1 2
3
4 5