WOC
West Oak Capital Portfolio holdings
AUM
$2.55M
1-Year Return
27.55%
This Quarter Return
+17.05%
1 Year Return
+27.55%
3 Year Return
+87.67%
5 Year Return
+136.32%
10 Year Return
+272.41%
AUM
$5.38M
AUM Growth
-$243M
(-98%)
Cap. Flow
+$964K
Cap. Flow
% of AUM
17.91%
Top 10 Holdings %
Top 10 Hldgs %
69.67%
Holding
341
New
15
Increased
42
Reduced
67
Closed
23
Top Buys
| 1 |
Wheels Up
UP
|
$1.35M |
| 2 |
Verizon
VZ
|
$8.7K |
| 3 |
Spectrum Brands
SPB
|
$8.43K |
| 4 |
WEC Energy
WEC
|
$7.23K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$5.43K |
Top Sells
| 1 |
iShares Morningstar Small-Cap Growth ETF
ISCG
|
$149K |
| 2 |
FirstEnergy
FE
|
$38.3K |
| 3 |
LPL Financial
LPLA
|
$20.9K |
| 4 |
Clean Energy Fuels
CLNE
|
$19.9K |
| 5 |
Kulicke & Soffa
KLIC
|
$19.7K |
Sector Composition
| 1 | Industrials | 52.79% |
| 2 | Financials | 15.04% |
| 3 | Technology | 11.13% |
| 4 | Healthcare | 4.47% |
| 5 | Consumer Staples | 4.08% |
