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
1
$52.8M 11.94%
752,365
-954
2
$47.5M 10.72%
141,242
+7,643
3
$14.7M 3.32%
126,820
-27,620
4
$12.4M 2.81%
36,792
-1,662
5
$11.5M 2.6%
54,634
-3,794
6
$10.4M 2.35%
39,790
-5,183
7
$9.79M 2.21%
113,898
-1,965
8
$9.78M 2.21%
133,500
-2,720
9
$9.57M 2.16%
184,755
+30,817
10
$9.15M 2.07%
27,955
-845
11
$8.17M 1.85%
65,876
-2,332
12
$8.13M 1.84%
47,442
-1,072
13
$7.91M 1.79%
99,951
+45,580
14
$7.84M 1.77%
44,491
-1,194
15
$7.82M 1.77%
131,469
-641
16
$7.65M 1.73%
30,430
-8,688
17
$7.56M 1.71%
39,130
-440
18
$7.32M 1.65%
34,663
-9,782
19
$7.31M 1.65%
123,762
-1,836
20
$7.02M 1.59%
101,228
-1,948
21
$6.87M 1.55%
188,966
-6,884
22
$6.35M 1.43%
79,931
-455
23
$6.17M 1.39%
105,552
-3,437
24
$6.14M 1.39%
82,235
+445
25
$6.07M 1.37%
28,492
-617
1
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