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
$762M
AUM Growth
+$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$8.64M
3
+$7.03M
4
V icon
Visa
V
+$6.99M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.09M

Top Sells

1
+$10.3M
2
+$8.19M
3
+$6.91M
4
INTC icon
Intel
INTC
+$6.72M
5
VNT icon
Vontier
VNT
+$6.71M

Sector Composition

1 Technology 15.78%
2 Financials 10.6%
3 Industrials 9.54%
4 Healthcare 7.97%
5 Consumer Staples 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.14%
4,240
-162
77
$1.01M 0.13%
9,246
-44,779
78
$815K 0.11%
23,581
-194,301
79
$788K 0.1%
42,450
80
$783K 0.1%
4,960
81
$730K 0.1%
8,843
-20
82
$728K 0.1%
2,886
83
$726K 0.1%
+3,875
84
$673K 0.09%
3,157
-97
85
$653K 0.09%
18,540
-615
86
$651K 0.09%
8,664
-103
87
$615K 0.08%
1,774
88
$614K 0.08%
10,110
-759
89
$603K 0.08%
11,930
-97,657
90
$592K 0.08%
6,554
-65,182
91
$554K 0.07%
4,060
92
$532K 0.07%
13,695
+1,843
93
$516K 0.07%
+1,359
94
$515K 0.07%
4,746
-435
95
$495K 0.07%
6,615
-85,279
96
$479K 0.06%
+3,938
97
$476K 0.06%
858
-8
98
$475K 0.06%
4,750
+2,293
99
$470K 0.06%
7,590
-125
100
$445K 0.06%
5,581
-26
2 3
4
5 6