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
101
$236K 0.05%
2,580
102
$229K 0.05%
1,004
103
$219K 0.05%
6,040
-1,451
104
$208K 0.05%
+5,961
105
– –
-10,351
106
– –
-3,496
107
– –
-4,308
108
– –
-7,228
109
– –
-6,568
110
– –
-2,085
111
– –
-6,285
1 2 3 4
5