WOC

West Oak Capital Portfolio holdings

AUM $2.52M
1-Year Est. Return 17.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$448K
3
+$285K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$259K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$245K

Top Sells

1
+$1.95M
2
+$812K
3
+$409K
4
OXY icon
Occidental Petroleum
OXY
+$405K
5
COP icon
ConocoPhillips
COP
+$327K

Sector Composition

1 Financials 26.89%
2 Healthcare 16%
3 Technology 13.8%
4 Industrials 10.24%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
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