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
$134M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1 +$161K
2 +$102K
3 +$72.2K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$37.6K
5
BAC icon
Bank of America
BAC
+$8.53K

Top Sells

1 +$281K
2 +$211K
3 +$158K
4
NSC icon
Norfolk Southern
NSC
+$108K
5
LMT icon
Lockheed Martin
LMT
+$108K

Sector Composition

1 Financials 29.35%
2 Technology 15.12%
3 Healthcare 12.78%
4 Industrials 10.18%
5 Energy 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$22.8K 0.02%
353
177
$22.7K 0.02%
400
178
$22.1K 0.02%
400
179
$20.8K 0.02%
100
180
$20.2K 0.02%
250
181
$19.8K 0.01%
172
182
$18.5K 0.01%
16
183
$17.2K 0.01%
825
184
$17.1K 0.01%
375
185
$16.5K 0.01%
47
186
$15.1K 0.01%
284
187
$15K 0.01%
400
188
$15K 0.01%
336
189
$15K 0.01%
375
190
$13.8K 0.01%
2,000
191
$13.7K 0.01%
63
192
$13.1K 0.01%
370
193
$13.1K 0.01%
124
194
$13K 0.01%
517
195
$12.8K 0.01%
441
196
$11.9K 0.01%
435
197
$11.9K 0.01%
100
198
$11.7K 0.01%
396
199
$11.3K 0.01%
700
-600
200
$10.6K 0.01%
96