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
$138M
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1 +$224K
2 +$199K
3 +$124K
4
FIGY
Barclays ETN+ FI Enhanced Global High Yield ETN
FIGY
+$92.8K
5
VOD icon
Vodafone
VOD
+$74.9K

Top Sells

1 +$380K
2 +$298K
3 +$297K
4
DVN icon
Devon Energy
DVN
+$194K
5
AMGN icon
Amgen
AMGN
+$182K

Sector Composition

1 Financials 28.72%
2 Technology 14.9%
3 Healthcare 13.34%
4 Industrials 10.21%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$31.9K 0.02%
18
+14
177
$31.8K 0.02%
288
178
$31.3K 0.02%
475
179
$30.8K 0.02%
300
180
$30.3K 0.02%
750
181
$29.9K 0.02%
1,985
182
$28.7K 0.02%
537
+449
183
$26.9K 0.02%
475
184
$26.4K 0.02%
+1,246
185
$26.3K 0.02%
573
186
$26.3K 0.02%
1,500
187
$25.9K 0.02%
353
188
$25.2K 0.02%
371
189
$24.9K 0.02%
400
190
$23K 0.02%
100
191
$22.7K 0.02%
550
192
$21.5K 0.02%
+309
193
$21K 0.02%
+993
194
$20.5K 0.01%
400
195
$20K 0.01%
375
196
$19.8K 0.01%
300
-100
197
$19.6K 0.01%
172
198
$19.6K 0.01%
+355
199
$19.1K 0.01%
350
-150
200
$19K 0.01%
250