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
76
$1.01M 0.16%
9,740
-626
77
$962K 0.15%
12,484
-4,439
78
$939K 0.14%
2,927
-230
79
$701K 0.11%
22,370
-750
80
$682K 0.1%
10,567
-596
81
$666K 0.1%
5,432
-572
82
$655K 0.1%
2,886
83
$630K 0.1%
9,855
-215
84
$619K 0.09%
3,266
-98
85
$602K 0.09%
1,896
-404
86
$581K 0.09%
17,472
87
$538K 0.08%
2,813
-672
88
$509K 0.08%
8,033
+1,045
89
$509K 0.08%
4,720
-69
90
$503K 0.08%
1,975
+1
91
$498K 0.08%
8,369
-5,385
92
$484K 0.07%
23,256
+82
93
$455K 0.07%
+5,184
94
$450K 0.07%
899
-48
95
$437K 0.07%
2,680
-140
96
$425K 0.07%
17,916
+455
97
$419K 0.06%
5,581
-270
98
$409K 0.06%
2,656
99
$399K 0.06%
7,157
+10
100
$399K 0.06%
+5,558
2 3
4
5 6