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
$575M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.62M
3
+$3.2M
4
DBX icon
Dropbox
DBX
+$3.16M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Top Sells

1
+$4.03M
2
+$3.99M
3
+$3.07M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$519K
5
POR icon
Portland General Electric
POR
+$501K

Sector Composition

1 Technology 17.08%
2 Healthcare 14.27%
3 Consumer Discretionary 8.95%
4 Industrials 8.55%
5 Financials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.89M 0.5%
51,568
-5,680
52
$2.7M 0.47%
44,356
+411
53
$2.65M 0.46%
103,344
-20,226
54
$2.29M 0.4%
10,238
-20
55
$2.28M 0.4%
8,260
-345
56
$2.25M 0.39%
45,827
+3,957
57
$2.17M 0.38%
9,832
-730
58
$1.98M 0.34%
12,057
+257
59
$1.89M 0.33%
8,803
+675
60
$1.61M 0.28%
9,829
+1,064
61
$1.56M 0.27%
4,437
-499
62
$1.41M 0.24%
9,954
+4,311
63
$1.4M 0.24%
6,630
+135
64
$1.37M 0.24%
8,578
-690
65
$1.26M 0.22%
12,220
+1,860
66
$1.23M 0.21%
17,102
-260
67
$1.22M 0.21%
9,194
-80
68
$1.19M 0.21%
4,676
-15,680
69
$1.17M 0.2%
3,656
70
$995K 0.17%
15,288
71
$974K 0.17%
3,947
-30
72
$904K 0.16%
7,791
+30
73
$868K 0.15%
2,886
74
$852K 0.15%
14,660
+350
75
$800K 0.14%
26,370
-900
1 2
3
4 5