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
101
$393K 0.06%
3,823
102
$393K 0.06%
1,789
-242
103
$392K 0.06%
9,102
104
$385K 0.06%
4,024
-423
105
$384K 0.06%
5,558
106
$379K 0.06%
866
-8
107
$366K 0.05%
2,356
108
$363K 0.05%
7,190
109
$347K 0.05%
1,309
110
$339K 0.05%
3,326
111
$329K 0.05%
1,581
-32
112
$317K 0.05%
2,535
113
$310K 0.05%
2,924
-15
114
$302K 0.05%
2,924
115
$299K 0.04%
5,772
-1,510
116
$298K 0.04%
4,662
-800
117
$293K 0.04%
2,400
118
$289K 0.04%
2,457
-111
119
$288K 0.04%
2,671
-200
120
$287K 0.04%
8,520
121
$286K 0.04%
1,667
-5
122
$283K 0.04%
1,074
-3
123
$274K 0.04%
3,175
124
$271K 0.04%
3,064
125
$261K 0.04%
1,586
-36
3 4
5
6 7