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
1
$74M 12.55%
782,308
+29,912
2
$60M 10.18%
156,279
+5,278
3
$19.8M 3.36%
152,489
-752
4
$17.6M 2.98%
729,654
-212,932
5
$16M 2.71%
648,880
-24,308
6
$13.8M 2.34%
76,388
+1,953
7
$13.6M 2.3%
56,680
+796
8
$13.1M 2.23%
141,601
-17,361
9
$13M 2.2%
75,796
+2,002
10
$12.6M 2.14%
36,302
+7,283
11
$12.2M 2.07%
138,736
+2,281
12
$11.9M 2.02%
38,597
+432
13
$10.4M 1.76%
182,810
+68,679
14
$9.98M 1.69%
114,544
+973
15
$9.98M 1.69%
97,062
+37
16
$9.58M 1.62%
57,876
+24,857
17
$9.15M 1.55%
41,531
+486
18
$9M 1.52%
37,132
+1,020
19
$8.88M 1.5%
+56,595
20
$7.25M 1.23%
49,484
+1,578
21
$7.04M 1.19%
33,822
-581
22
$6.85M 1.16%
21,689
+505
23
$6.72M 1.14%
12,670
+12,270
24
$6.69M 1.13%
77,023
-4,702
25
$6.47M 1.1%
132,023
+1,576
1
2 3 4 5