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
$670M
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$3.99M
3
+$3.1M
4
ACN icon
Accenture
ACN
+$2.78M
5
GWW icon
W.W. Grainger
GWW
+$2.59M

Top Sells

1
+$12.6M
2
+$6.66M
3
+$4.13M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.58M
5
META icon
Meta Platforms (Facebook)
META
+$3.12M

Sector Composition

1 Technology 16.05%
2 Financials 10.61%
3 Healthcare 10.52%
4 Industrials 10.25%
5 Consumer Staples 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.27M 0.19%
7,202
-117
77
$1.14M 0.17%
4,402
-443
78
$1.04M 0.16%
7,682
79
$1.03M 0.15%
2,867
-60
80
$941K 0.14%
6,799
-360
81
$938K 0.14%
5,725
82
$705K 0.11%
42,450
83
$703K 0.1%
4,960
84
$680K 0.1%
8,863
-2,200
85
$647K 0.1%
2,886
86
$623K 0.09%
10,869
-681
87
$615K 0.09%
3,254
88
$610K 0.09%
19,155
-350
89
$600K 0.09%
8,767
-430
90
$531K 0.08%
5,181
91
$523K 0.08%
4,060
92
$509K 0.08%
2,150
-17,476
93
$471K 0.07%
1,774
-26
94
$465K 0.07%
2,713
+28
95
$460K 0.07%
5,114
-50
96
$436K 0.07%
7,715
-500
97
$424K 0.06%
2,517
-73
98
$412K 0.06%
11,852
-2,010
99
$399K 0.06%
5,607
+26
100
$398K 0.06%
18,965
-4,389
2 3
4
5 6