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
51
$5.16M 0.79%
29,386
+423
52
$5.14M 0.79%
237,750
-578
53
$4.98M 0.76%
81,830
-2,236
54
$4.89M 0.75%
51,780
+12,924
55
$4.69M 0.72%
43,629
+1,214
56
$4.46M 0.68%
26,952
-25
57
$3.89M 0.59%
43,499
+472
58
$3.29M 0.5%
21,686
-875
59
$2.98M 0.46%
+11,529
60
$2.8M 0.43%
13,704
-614
61
$2.8M 0.43%
48,587
-417
62
$2.73M 0.42%
76,315
+978
63
$2.63M 0.4%
+41,535
64
$2.51M 0.38%
55,481
+815
65
$2.47M 0.38%
23,675
-1,194
66
$2.26M 0.35%
10,025
-40
67
$2.23M 0.34%
12,325
-102
68
$1.93M 0.29%
43,160
+188
69
$1.78M 0.27%
31,498
-1,258
70
$1.61M 0.25%
3,248
-200
71
$1.52M 0.23%
6,757
-53
72
$1.46M 0.22%
8,187
-158
73
$1.3M 0.2%
10,554
-1,809
74
$1.29M 0.2%
5,226
-1,940
75
$1.12M 0.17%
8,197
-38
1 2
3
4 5