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
101
$376K 0.06%
+7,190
102
$375K 0.06%
9,964
-170
103
$371K 0.06%
3,167
-240
104
$335K 0.05%
2,535
105
$330K 0.05%
3,862
106
$323K 0.05%
1,613
-11
107
$322K 0.05%
1,578
-409
108
$309K 0.05%
3,324
109
$308K 0.05%
2,924
-218
110
$306K 0.05%
3,326
-400
111
$299K 0.05%
1,309
-250
112
$299K 0.05%
1,778
-248
113
$297K 0.05%
3,175
114
$297K 0.05%
1,061
115
$290K 0.04%
+8,520
116
$289K 0.04%
2,760
117
$283K 0.04%
4,079
+25
118
$283K 0.04%
3,098
-170
119
$276K 0.04%
1,479
120
$274K 0.04%
1,099
121
$272K 0.04%
4,641
-449
122
$269K 0.04%
2,457
123
$267K 0.04%
2,363
124
$249K 0.04%
1,560
-1,135
125
$247K 0.04%
3,000
2 3 4
5
6