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
$443M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.61M
3
+$2.93M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.57M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.26M

Top Sells

1
+$3.2M
2
+$2.19M
3
+$2.07M
4
META icon
Meta Platforms (Facebook)
META
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$798K

Sector Composition

1 Healthcare 15.17%
2 Technology 14.76%
3 Industrials 9.24%
4 Consumer Discretionary 9.18%
5 Financials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$533K 0.12%
1,355
77
$520K 0.12%
5,787
78
$512K 0.12%
3,983
+2,033
79
$499K 0.11%
15,016
+400
80
$477K 0.11%
17,133
+1,752
81
$464K 0.1%
2,800
82
$452K 0.1%
+5,586
83
$423K 0.1%
5,184
+1,385
84
$383K 0.09%
4,059
-496
85
$379K 0.09%
3,505
-3,863
86
$374K 0.08%
1,702
-318
87
$374K 0.08%
+4,736
88
$371K 0.08%
2,769
89
$351K 0.08%
16,322
90
$340K 0.08%
14,500
-165
91
$338K 0.08%
3,886
-70
92
$334K 0.08%
1,591
+411
93
$325K 0.07%
998
+1
94
$304K 0.07%
1,197
-100
95
$283K 0.06%
3,928
-650
96
$265K 0.06%
2,355
97
$259K 0.06%
2,962
98
$258K 0.06%
+2,383
99
$250K 0.06%
2,834
100
$241K 0.05%
2,625
1 2 3
4
5