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
126
$244K 0.04%
7,425
-450
127
$240K 0.04%
2,182
128
$228K 0.03%
2,637
+15
129
$225K 0.03%
5,797
-107
130
$221K 0.03%
+495
131
$216K 0.03%
3,458
-227
132
$211K 0.03%
2,203
133
$206K 0.03%
+4,194
134
$80.4K 0.01%
1,000
135
– –
-3,415
136
– –
-3,665
137
– –
-35,795
138
– –
-820
2 3 4 5
6