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
$362M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.19M
3
+$494K
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$476K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$446K

Top Sells

1
+$3.12M
2
+$1.1M
3
+$783K
4
AEO icon
American Eagle Outfitters
AEO
+$296K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$249K

Sector Composition

1 Healthcare 13.89%
2 Consumer Discretionary 12.22%
3 Industrials 12.21%
4 Financials 12.04%
5 Technology 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$494K 0.14%
+19,862
77
$463K 0.13%
2,123
-126
78
$435K 0.12%
4,602
-78
79
$431K 0.12%
+16,464
80
$388K 0.11%
7,761
81
$379K 0.1%
5,350
-232
82
$376K 0.1%
2,360
+610
83
$359K 0.1%
4,325
-800
84
$358K 0.1%
1,940
-47
85
$353K 0.1%
5,220
-1,919
86
$343K 0.09%
5,127
-85
87
$339K 0.09%
13,967
-947
88
$336K 0.09%
3,515
-2,050
89
$333K 0.09%
7,603
-561
90
$295K 0.08%
1,512
+120
91
$290K 0.08%
3,685
-2,420
92
$284K 0.08%
2,560
-100
93
$264K 0.07%
3,386
-2,241
94
$262K 0.07%
4,000
-2,400
95
$260K 0.07%
3,320
-40
96
$259K 0.07%
1,655
97
$253K 0.07%
5,661
98
$253K 0.07%
1,930
-300
99
$234K 0.06%
1,255
100
$229K 0.06%
2,750
-950
1 2 3
4
5