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
126
$308K 0.04%
2,924
127
$308K 0.04%
1,126
-1,024
128
$304K 0.04%
2,292
129
$297K 0.04%
954
130
$293K 0.04%
4,502
-160
131
$293K 0.04%
+4,044
132
$292K 0.04%
3,064
133
$289K 0.04%
2,248
+98
134
$289K 0.04%
+1,900
135
$286K 0.04%
11,400
136
$279K 0.04%
+1,135
137
$274K 0.04%
5,145
-627
138
$269K 0.04%
2,152
139
$267K 0.04%
+6,033
140
$267K 0.04%
7,125
-160
141
$266K 0.03%
4,200
142
$265K 0.03%
1,214
-65
143
$262K 0.03%
4,000
144
$247K 0.03%
3,000
145
$243K 0.03%
10,300
146
$242K 0.03%
2,719
+32
147
$234K 0.03%
+2,100
148
$230K 0.03%
+1,209
149
$223K 0.03%
+2,193
150
$223K 0.03%
1,438
-38
3 4 5
6
7