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
$469M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.07M
3
+$1.79M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.01M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$865K

Top Sells

1
+$5.25M
2
+$4.59M
3
+$1.08M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.07M
5
LRCX icon
Lam Research
LRCX
+$567K

Sector Composition

1 Consumer Discretionary 13.58%
2 Technology 12.35%
3 Healthcare 10.83%
4 Financials 10.63%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$553K 0.12%
6,395
77
$550K 0.12%
20,130
-1,500
78
$527K 0.11%
17,649
79
$491K 0.1%
3,930
-848
80
$456K 0.1%
15,446
81
$443K 0.09%
4,625
82
$442K 0.09%
6,425
-350
83
$436K 0.09%
4,125
-361
84
$423K 0.09%
1,621
-140
85
$417K 0.09%
7,039
86
$411K 0.09%
5,520
+125
87
$400K 0.09%
2,085
-110
88
$398K 0.08%
4,206
89
$367K 0.08%
4,853
-252
90
$351K 0.07%
1,777
-13
91
$342K 0.07%
1,418
-84
92
$339K 0.07%
2,830
-70
93
$325K 0.07%
4,265
-52
94
$304K 0.06%
4,359
-75,258
95
$299K 0.06%
3,096
96
$272K 0.06%
1,037
+1
97
$260K 0.06%
2,580
-45
98
$251K 0.05%
2,460
99
$242K 0.05%
1,106
-9
100
$241K 0.05%
+3,657
1 2 3
4
5