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
$206M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Sells

1 +$103M
2 +$33.8M
3 +$13.8M
4
BKI
Black Knight, Inc. Common Stock
BKI
+$621K
5
SGDM icon
Sprott Gold Miners ETF
SGDM
+$496K

Sector Composition

1 Financials 24.06%
2 Technology 22.73%
3 Healthcare 10.58%
4 Consumer Staples 9.36%
5 Consumer Discretionary 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$21.2K 0.01%
275
+75
202
$20.5K 0.01%
60
203
$20.3K 0.01%
802
204
$20.2K 0.01%
176
205
$19.6K 0.01%
100
206
$19.5K 0.01%
110
207
$19.1K 0.01%
77
208
$18.9K 0.01%
175
209
$17.9K 0.01%
160
210
$17.9K 0.01%
300
211
$17.6K 0.01%
+50
212
$17.5K 0.01%
250
213
$17.1K 0.01%
150
214
$17K 0.01%
36
+16
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$16.9K 0.01%
100
216
$16.7K 0.01%
470
217
$16.7K 0.01%
300
218
$16.5K 0.01%
100
219
$16.4K 0.01%
+150
220
$16.3K 0.01%
75
221
$15.6K 0.01%
175
222
$15K 0.01%
+60
223
$14.5K 0.01%
150
224
$14.5K 0.01%
150
225
$14.4K 0.01%
470