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
$762M
AUM Growth
+$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$8.64M
3
+$7.03M
4
V icon
Visa
V
+$6.99M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.09M

Top Sells

1
+$10.3M
2
+$8.19M
3
+$6.91M
4
INTC icon
Intel
INTC
+$6.72M
5
VNT icon
Vontier
VNT
+$6.71M

Sector Composition

1 Technology 15.78%
2 Financials 10.6%
3 Industrials 9.54%
4 Healthcare 7.97%
5 Consumer Staples 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.03M 0.4%
25,286
-85,699
52
$2.96M 0.39%
85,172
+5,335
53
$2.57M 0.34%
10,845
-1,690
54
$2.56M 0.34%
9,761
-220
55
$2.42M 0.32%
45,228
+3,107
56
$2.38M 0.31%
3,610
+522
57
$2.35M 0.31%
49,153
-2,124
58
$2.23M 0.29%
7,967
-22,690
59
$1.82M 0.24%
18,991
+46
60
$1.81M 0.24%
27,453
-453
61
$1.74M 0.23%
8,682
+1,480
62
$1.67M 0.22%
11,871
-23
63
$1.63M 0.21%
32,443
-133,802
64
$1.56M 0.2%
10,705
-1,184
65
$1.48M 0.19%
10,403
-57,441
66
$1.47M 0.19%
7,704
+4,991
67
$1.38M 0.18%
3,382
+515
68
$1.31M 0.17%
+2,250
69
$1.27M 0.17%
5,317
-1,809
70
$1.23M 0.16%
7,836
-26,553
71
$1.19M 0.16%
7,682
72
$1.12M 0.15%
26,010
-159,823
73
$1.1M 0.14%
5,725
74
$1.08M 0.14%
3,735
-19,612
75
$1.05M 0.14%
6,459
-340
1 2
3
4 5