WOC

West Oak Capital Portfolio holdings

AUM $2.52M
1-Year Est. Return 17.57%
This Quarter Est. Return
1 Year Est. Return
+17.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.38M
AUM Growth
-$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$8.7K
3 +$8.43K
4
WEC icon
WEC Energy
WEC
+$7.23K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.43K

Top Sells

1 +$149K
2 +$38.3K
3 +$20.9K
4
CLNE icon
Clean Energy Fuels
CLNE
+$19.9K
5
KLIC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
1,200
327
$0 ﹤0.01%
1,666