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
$670M
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$3.99M
3
+$3.1M
4
ACN icon
Accenture
ACN
+$2.78M
5
GWW icon
W.W. Grainger
GWW
+$2.59M

Top Sells

1
+$12.6M
2
+$6.66M
3
+$4.13M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.58M
5
META icon
Meta Platforms (Facebook)
META
+$3.12M

Sector Composition

1 Technology 16.05%
2 Financials 10.61%
3 Healthcare 10.52%
4 Industrials 10.25%
5 Consumer Staples 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.36M 0.8%
34,389
-1,758
52
$5.16M 0.77%
127,361
-3,869
53
$5.08M 0.76%
16,918
-10,408
54
$4.98M 0.74%
33,653
+100
55
$4.46M 0.67%
44,443
-29
56
$4.28M 0.64%
12,532
+465
57
$3.83M 0.57%
44,396
-65
58
$3.7M 0.55%
51,452
-1,332
59
$3.07M 0.46%
27,743
+424
60
$3.02M 0.45%
19,614
-1,618
61
$2.95M 0.44%
49,033
+893
62
$2.89M 0.43%
44,049
+1,389
63
$2.66M 0.4%
12,535
-554
64
$2.47M 0.37%
+42,121
65
$2.45M 0.37%
79,837
+1,925
66
$2.34M 0.35%
9,981
67
$2.24M 0.33%
51,277
-2,460
68
$2.13M 0.32%
42,357
-1,217
69
$1.77M 0.26%
11,889
-183
70
$1.74M 0.26%
3,088
-26
71
$1.73M 0.26%
18,945
-2,689
72
$1.64M 0.25%
27,906
-1,539
73
$1.63M 0.24%
7,126
-29,145
74
$1.57M 0.23%
11,894
+1,282
75
$1.29M 0.19%
5,614
-715
1 2
3
4 5