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
101
$325K 0.06%
2,535
102
$324K 0.05%
3,862
-92
103
$324K 0.05%
1,624
+11
104
$309K 0.05%
10,134
-406
105
$305K 0.05%
3,665
106
$294K 0.05%
3,268
-81
107
$293K 0.05%
+3,415
108
$292K 0.05%
4,054
+21
109
$288K 0.05%
2,760
110
$280K 0.05%
1,061
-3
111
$272K 0.05%
3,324
-126
112
$271K 0.05%
2,457
-40
113
$270K 0.05%
1,559
-44,757
114
$266K 0.05%
3,175
115
$258K 0.04%
3,000
116
$258K 0.04%
+1,479
117
$257K 0.04%
5,090
-1,440
118
$249K 0.04%
7,875
+150
119
$239K 0.04%
2,363
120
$236K 0.04%
2,182
+30
121
$235K 0.04%
3,685
+231
122
$234K 0.04%
1,099
+120
123
$233K 0.04%
5,904
-378
124
$222K 0.04%
2,622
-58
125
$207K 0.04%
+2,203
2 3 4
5
6