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
$575M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.62M
3
+$3.2M
4
DBX icon
Dropbox
DBX
+$3.16M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M

Top Sells

1
+$4.03M
2
+$3.99M
3
+$3.07M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$519K
5
POR icon
Portland General Electric
POR
+$501K

Sector Composition

1 Technology 17.08%
2 Healthcare 14.27%
3 Consumer Discretionary 8.95%
4 Industrials 8.55%
5 Financials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$709K 0.12%
9,341
+271
77
$613K 0.11%
+11,851
78
$594K 0.1%
18,153
-456
79
$591K 0.1%
1,207
-37
80
$585K 0.1%
5,786
+200
81
$581K 0.1%
5,787
82
$580K 0.1%
4,282
+256
83
$564K 0.1%
3,833
-150
84
$556K 0.1%
+25,127
85
$511K 0.09%
15,919
+2,950
86
$485K 0.08%
6,148
-627
87
$442K 0.08%
2,745
+281
88
$436K 0.08%
1,198
+518
89
$424K 0.07%
15,600
-180
90
$401K 0.07%
+6,241
91
$399K 0.07%
3,499
92
$399K 0.07%
1,782
+100
93
$398K 0.07%
3,691
-1,651
94
$394K 0.07%
3,637
+718
95
$391K 0.07%
10,461
+4,296
96
$387K 0.07%
7,074
+3,110
97
$358K 0.06%
5,486
+511
98
$351K 0.06%
2,739
-20
99
$351K 0.06%
916
100
$342K 0.06%
3,727
2 3
4
5 6