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
$520M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.89M
3
+$1.23M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$421K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$392K

Top Sells

1
+$3.07M
2
+$2.8M
3
+$2.76M
4
THO icon
Thor Industries
THO
+$1.73M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$929K

Sector Composition

1 Technology 16.7%
2 Healthcare 14.46%
3 Consumer Discretionary 8.71%
4 Industrials 8.28%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$579K 0.11%
6,775
-662
77
$578K 0.11%
5,342
+1,837
78
$577K 0.11%
18,609
+1,476
79
$562K 0.11%
3,983
80
$560K 0.11%
4,026
+83
81
$511K 0.1%
5,586
82
$502K 0.1%
15,780
-9,352
83
$449K 0.09%
2,800
84
$429K 0.08%
12,969
-2,047
85
$405K 0.08%
13,405
-1,095
86
$367K 0.07%
3,886
87
$361K 0.07%
1,682
-20
88
$360K 0.07%
2,464
-305
89
$348K 0.07%
916
-82
90
$338K 0.07%
15,548
-774
91
$337K 0.06%
3,499
-1,685
92
$317K 0.06%
3,727
-1,009
93
$315K 0.06%
2,759
-75
94
$313K 0.06%
2,919
-43
95
$310K 0.06%
1,537
-54
96
$292K 0.06%
3,653
-275
97
$280K 0.05%
2,580
98
$275K 0.05%
1,197
99
$265K 0.05%
+3,835
100
$264K 0.05%
4,975
-1,065
1 2 3
4
5