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
51
$3.71M 0.63%
42,415
-33,355
52
$3.39M 0.57%
28,150
-4,776
53
$3.32M 0.56%
38,856
+285
54
$3.27M 0.55%
22,561
+3,066
55
$2.86M 0.48%
49,004
+303
56
$2.74M 0.46%
14,318
+256
57
$2.7M 0.46%
35,795
+258
58
$2.58M 0.44%
75,337
-2,614
59
$2.5M 0.42%
42,972
-1,020
60
$2.47M 0.42%
24,869
-1,544
61
$2.29M 0.39%
54,666
+19,632
62
$2.21M 0.38%
12,427
+41
63
$2.12M 0.36%
10,065
64
$1.82M 0.31%
7,166
-17,606
65
$1.72M 0.29%
32,756
-2,688
66
$1.57M 0.27%
3,448
-29
67
$1.46M 0.25%
8,345
-291
68
$1.41M 0.24%
6,810
+2
69
$1.41M 0.24%
16,923
-1,414
70
$1.2M 0.2%
12,363
-96,836
71
$1.14M 0.19%
8,235
-91
72
$920K 0.16%
10,366
-220
73
$841K 0.14%
3,157
-82
74
$803K 0.14%
11,163
-268
75
$777K 0.13%
13,754
-2,422
1 2
3
4 5