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
$654M
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.87M
3
+$6.09M
4
PG icon
Procter & Gamble
PG
+$5.97M
5
MUSA icon
Murphy USA
MUSA
+$2.98M

Top Sells

1
+$8.53M
2
+$2.7M
3
+$480K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$406K
5
NEE icon
NextEra Energy
NEE
+$342K

Sector Composition

1 Technology 16.81%
2 Industrials 10.92%
3 Financials 9.83%
4 Healthcare 9.59%
5 Consumer Staples 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.87M 1.05%
+43,410
27
$6.78M 1.04%
22,427
+193
28
$6.63M 1.01%
9,623
+253
29
$6.63M 1.01%
134,243
-1,116
30
$6.5M 1%
43,740
+40,161
31
$6.44M 0.99%
131,795
-228
32
$6.42M 0.98%
157,064
-3,882
33
$6.41M 0.98%
22,419
-253
34
$6.34M 0.97%
21,476
-213
35
$6.31M 0.97%
19,839
+525
36
$6.28M 0.96%
79,744
+812
37
$6.24M 0.96%
29,930
+6,679
38
$6.09M 0.93%
+14,662
39
$5.94M 0.91%
28,004
-146
40
$5.91M 0.9%
24,438
+121
41
$5.86M 0.9%
12,399
-271
42
$5.85M 0.89%
54,946
-202
43
$5.82M 0.89%
213,042
+2,225
44
$5.79M 0.89%
110,722
+1,576
45
$5.67M 0.87%
173,421
-8,546
46
$5.64M 0.86%
16,367
+191
47
$5.52M 0.85%
35,626
-242
48
$5.42M 0.83%
21,945
+153
49
$5.41M 0.83%
193,055
-2,032
50
$5.29M 0.81%
73,981
+3,973
1
2
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