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
$191M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$1.26M
3 +$1.05M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$823K
5
MMM icon
3M
MMM
+$458K

Top Sells

1 +$496K
2 +$345K
3 +$332K
4
LLY icon
Eli Lilly
LLY
+$302K
5
NSC icon
Norfolk Southern
NSC
+$286K

Sector Composition

1 Financials 24.59%
2 Technology 18.52%
3 Healthcare 13.44%
4 Consumer Staples 11.34%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$0 ﹤0.01%
1,200
377
$0 ﹤0.01%
1,666
378
-480