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
$520M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.89M
3
+$1.23M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$421K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$392K

Top Sells

1
+$3.07M
2
+$2.8M
3
+$2.76M
4
THO icon
Thor Industries
THO
+$1.73M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$929K

Sector Composition

1 Technology 16.7%
2 Healthcare 14.46%
3 Consumer Discretionary 8.71%
4 Industrials 8.28%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.25M 0.43%
8,605
-207
52
$2.17M 0.42%
10,258
53
$2.07M 0.4%
10,562
+10
54
$1.98M 0.38%
41,870
+8,311
55
$1.87M 0.36%
11,800
+183
56
$1.86M 0.36%
4,936
-122
57
$1.58M 0.3%
8,128
+1,456
58
$1.42M 0.27%
6,495
59
$1.38M 0.27%
8,765
+509
60
$1.32M 0.25%
8,887
-376
61
$1.31M 0.25%
9,274
+45
62
$1.22M 0.23%
9,268
-176
63
$1.19M 0.23%
17,362
64
$1.15M 0.22%
3,656
+355
65
$976K 0.19%
15,288
+844
66
$918K 0.18%
3,977
-223
67
$910K 0.18%
7,761
+734
68
$907K 0.17%
10,360
-1,420
69
$841K 0.16%
14,310
+1,304
70
$827K 0.16%
2,886
71
$726K 0.14%
27,270
-1,365
72
$722K 0.14%
5,643
+3,288
73
$662K 0.13%
9,070
+392
74
$622K 0.12%
1,244
-111
75
$584K 0.11%
5,787
1 2
3
4 5