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
101
$433K 0.06%
3,987
-37
102
$425K 0.06%
8,664
-438
103
$407K 0.05%
4,049
-1,065
104
$403K 0.05%
3,823
105
$401K 0.05%
2,356
106
$398K 0.05%
2,670
+153
107
$395K 0.05%
7,509
+3,261
108
$379K 0.05%
5,014
-544
109
$370K 0.05%
1,683
-106
110
$370K 0.05%
+3,930
111
$367K 0.05%
+4,720
112
$364K 0.05%
17,175
-1,790
113
$360K 0.05%
6,509
-681
114
$358K 0.05%
3,204
+280
115
$355K 0.05%
1,597
+16
116
$331K 0.04%
1,309
117
$331K 0.04%
2,535
118
$326K 0.04%
2,400
119
$318K 0.04%
1,074
120
$316K 0.04%
3,126
-200
121
$313K 0.04%
2,671
122
$313K 0.04%
1,449
-137
123
$312K 0.04%
1,667
124
$311K 0.04%
497
125
$310K 0.04%
8,147
-373
3 4
5
6 7