WOC
West Oak Capital Portfolio holdings
AUM $2.55M
1-Year Return
27.55%
This Quarter Return
+10.75%
1 Year Return
+27.55%
3 Year Return
+87.67%
5 Year Return
+136.32%
10 Year Return
+272.41%
AUM
$2.55M
AUM Growth
-$32.9K
(-1.3%)
Cap. Flow
-$223K
Cap. Flow
% of AUM
-8.74%
Top 10 Holdings %
Top 10 Hldgs %
33.34%
Holding
327
New
15
Increased
66
Reduced
45
Closed
20
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$77.9K |
| 2 |
CleanSpark
CLSK
|
+$20.5K |
| 3 |
Jacobs Solutions
J
|
+$13K |
| 4 |
Danaher
DHR
|
+$4.67K |
| 5 |
ASML
ASML
|
+$4.62K |
Top Sells
| 1 |
JEF
JEFFERIES GROUP INC(NEW)
JEF
|
+$398K |
| 2 |
Vitesse Energy
VTS
|
+$21.2K |
| 3 |
Fidelity National Financial
FNF
|
+$16.1K |
| 4 |
Constellation Energy
CEG
|
+$12K |
| 5 |
NextEra Energy, Inc.
NEE
|
+$11.2K |
Sector Composition
| 1 | Technology | 25.82% |
| 2 | Financials | 15.32% |
| 3 | Healthcare | 9.25% |
| 4 | Consumer Staples | 7.8% |
| 5 | Industrials | 6.7% |
