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White Oak Select Growth Fund (WOGSX)

US Funds

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158.14 +0.48 +0.30%

17/10 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 446.07M

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WOGSX Holdings

Comprehensive information about top holdings and Key Holding Information for the White Oak Select Growth (WOGSX) fund. Our White Oak Select Growth portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.07	2.07	0.00
Shares	97.93	97.93	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.37	21.22
Price to Book	4.38	4.03
Price to Sales	3.11	2.73
Price to Cash Flow	15.08	14.14
Dividend Yield	1.47	1.50
5 Years Earnings Growth	9.83	10.77

Sector Allocation

Equities

Name	Net %	Category Average
Technology	29.72	29.42
Financial Services	21.64	14.77
Communication Services	16.57	8.98
Healthcare	16.27	11.46
Consumer Cyclical	13.70	10.40
Industrials	2.10	9.76

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 25

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Amazon.com	US0231351067	8.37	213.04	-0.67%
JPMorgan	US46625H1005	7.53	297.56	-0.33%
Charles Schwab	US8085131055	6.69	94.14	+0.78%
Alphabet C	US02079K1079	6.65	253.79	+0.76%
KLA Corp	US4824801009	6.41	1,106.66	+0.72%
Meta Platforms	US30303M1027	5.68	716.92	+0.68%
Amgen	US0311621009	5.19	298.81	+1.01%
Lowe’s	US5486611073	5.05	244.70	+0.66%
Cisco	US17275R1023	5.04	70.13	+1.51%
Qualcomm	US7475251036	4.54	163.45	-0.38%

Top Equity Funds by Oak Associates

Name	Total Assets	YTD%	3Y%	10Y%
Red Oak Technology Select	761.49M	20.84	32.11	19.39
Pin Oak Equity	144.73M	21.90	6.47	10.37
Live Oak Health Sciences Fund	50.48M	7.54	7.30	6.84

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Recent Quotes

Name	Price	Chg.	Chg. %
White Oak Select .	158.14	+0.48	+0.30%
Morgan Stanley In.	24.550	0.000	0%
UNIC	378.000	0.000	0.00%
TECT	328.8	0.0	0.00%
RAMM	0.49	0.00	0.00%
AR iShares 529 Pl.	21.610	-0.030	-0.14%
SEB Pension Fund .	221.662	-0.369	-0.17%
Länsförsäkringar .	1,711.350	+6.323	+0.37%