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
$136M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1 +$436K
2 +$135K
3 +$80K
4
AAPL icon
Apple
AAPL
+$60.8K
5
JCI icon
Johnson Controls International
JCI
+$51.7K

Top Sells

1 +$704K
2 +$296K
3 +$220K
4
XOM icon
Exxon Mobil
XOM
+$159K
5
BHP icon
BHP
BHP
+$117K

Sector Composition

1 Financials 31.68%
2 Technology 14.59%
3 Healthcare 12.01%
4 Industrials 9.81%
5 Energy 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$24.6K 0.02%
573
177
$24.5K 0.02%
400
178
$21.7K 0.02%
+100
179
$19.5K 0.01%
550
180
$19K 0.01%
371
181
$18.6K 0.01%
16
182
$18.1K 0.01%
375
183
$16K 0.01%
1,500
184
$15.8K 0.01%
284
185
$15.4K 0.01%
47
186
$15K 0.01%
2,000
187
$15K 0.01%
370
188
$14.7K 0.01%
251
189
$14.1K 0.01%
400
190
$13.4K 0.01%
300
191
$13.4K 0.01%
750
192
$13.2K 0.01%
336
193
$11.6K 0.01%
517
194
$11.5K 0.01%
127
195
$11.2K 0.01%
63
196
$11.1K 0.01%
213
197
$11.1K 0.01%
296
198
$10.7K 0.01%
100
199
$10.6K 0.01%
112
200
$10.3K 0.01%
325