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
1
$78.2M 11.96%
808,457
+26,149
2
$55.7M 8.52%
135,530
-20,749
3
$25M 3.83%
151,615
-874
4
$17.4M 2.66%
712,998
-16,656
5
$17M 2.6%
672,598
+23,718
6
$16.3M 2.49%
56,552
-128
7
$14.4M 2.21%
139,048
+312
8
$14.3M 2.19%
151,164
+9,563
9
$14.1M 2.15%
77,073
+685
10
$13.2M 2.02%
36,412
+110
11
$12.4M 1.89%
76,521
+725
12
$12M 1.84%
38,882
+285
13
$10.3M 1.57%
+124,287
14
$10.2M 1.56%
184,927
+2,117
15
$10.1M 1.55%
41,487
-44
16
$9.87M 1.51%
112,834
-1,710
17
$9.59M 1.47%
57,562
-314
18
$9.32M 1.43%
57,110
+515
19
$8.87M 1.36%
37,121
-11
20
$8.43M 1.29%
50,665
+1,181
21
$8.03M 1.23%
96,747
-315
22
$7.94M 1.22%
79,312
+2,289
23
$7.88M 1.21%
50,917
-99
24
$7.82M 1.2%
71,554
+1,781
25
$7.46M 1.14%
34,046
+224
1
2 3 4 5