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
$590M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$8.88M
2
+$6.51M
3
+$6.37M
4
APH icon
Amphenol
APH
+$6.13M
5
JBHT icon
JB Hunt Transport Services
JBHT
+$5.05M

Top Sells

1
+$9.43M
2
+$7.83M
3
+$7.75M
4
MRK icon
Merck
MRK
+$5.45M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.14M

Sector Composition

1 Technology 16.02%
2 Industrials 10.59%
3 Healthcare 9.63%
4 Financials 9.34%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.39M 1.08%
24,317
+169
27
$6.37M 1.08%
+69,773
28
$6.34M 1.07%
35,868
+470
29
$6.23M 1.06%
22,234
+722
30
$6.19M 1.05%
51,016
+601
31
$6.13M 1.04%
+160,946
32
$6.12M 1.04%
55,148
-49,097
33
$6.05M 1.03%
22,672
+338
34
$6.03M 1.02%
135,359
+26,841
35
$5.79M 0.98%
78,932
+20
36
$5.42M 0.92%
16,176
+577
37
$5.33M 0.9%
238,328
+608
38
$5.32M 0.9%
195,087
+1,687
39
$5.21M 0.88%
9,370
+356
40
$5.2M 0.88%
109,146
+1,269
41
$5.05M 0.86%
+28,963
42
$4.98M 0.84%
+21,792
43
$4.95M 0.84%
19,314
+133
44
$4.83M 0.82%
84,066
-2,190
45
$4.81M 0.82%
181,967
-7,272
46
$4.6M 0.78%
70,008
+57,692
47
$4.24M 0.72%
43,027
+622
48
$4.13M 0.7%
23,251
+6,012
49
$4.08M 0.69%
210,817
-16,867
50
$4.02M 0.68%
26,977
-11
1
2
3 4 5