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WOGSX
White Oak Select Growth Fund
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Similar Mutual Funds
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WOGSX Mutual Fund Holdings Information

Holdings Count
23
Total Assets
429.17M
Top 10 Percentage
61.94%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
23 Holdings
23 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
AMZN
Amazon.Com, Inc.
9.33%
$40.01M
―
$2.72T
29.74%
42 Buy
0 Hold
0 Sell
Strong Buy
―
JPM
JPMorgan Chase & Co.
7.39%
$31.68M
―
$850.64B
40.75%
11 Buy
6 Hold
0 Sell
Moderate Buy
―
META
Meta Platforms, Inc.
7.21%
$30.92M
―
$1.61T
13.74%
33 Buy
8 Hold
1 Sell
Strong Buy
―
SCHW
Charles Schwab Corp.
7.16%
$30.70M
―
$169.09B
31.27%
15 Buy
1 Hold
1 Sell
Strong Buy
―
AMGN
Amgen Inc
5.67%
$24.33M
―
$159.52B
-6.50%
8 Buy
11 Hold
1 Sell
Moderate Buy
―
GOOG
Alphabet Inc. Class C
5.50%
$23.61M
―
$3.43T
66.46%
14 Buy
1 Hold
0 Sell
Strong Buy
―
KLAC
Kla Corporation
5.46%
$23.41M
―
$160.19B
83.78%
10 Buy
8 Hold
0 Sell
Moderate Buy
―
CSCO
Cisco
5.24%
$22.47M
―
$294.32B
33.35%
9 Buy
5 Hold
0 Sell
Moderate Buy
―
LOW
Lowe's Companies
4.69%
$20.12M
―
$132.15B
-11.07%
16 Buy
8 Hold
0 Sell
Moderate Buy
―
GOOGL
Alphabet Inc. Class A
4.28%
$18.37M
―
$3.43T
67.64%
28 Buy
9 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

26.24%Technology22.52%Financial18.90%Healthcare17.72%Communication Services14.62%Consumer Cyclical26.24%Technology
Technology
26.24%
Financial
22.52%
Healthcare
18.90%
Communication Services
17.72%
Consumer Cyclical
14.62%

Countries Breakdown

97.06%United States2.94%Switzerland97.06%United States
United States
97.06%
Switzerland
2.94%

Breakdown By Smart Score

16.40%Outperform1026.65%Outperform916.19%Outperform813.08%Neutral79.07%Neutral612.49%Neutral51.23%Neutral44.89%Underperform37
The weighted average smart score of the WOGSX Mutual Fund is 7
10
16.40%
9
26.65%
8
16.19%
7
13.08%
6
9.07%
5
12.49%
4
1.23%
3
4.89%
2
0.00%
1
0.00%

WOGSX Mutual Funds FAQ

What are Mutual Funds WOGSX’s top 3 holdings?
WOGSX’s top 3 holdings are AMZN, JPM, META.
    What is Mutual Funds WOGSX’s holdings count?
    Mutual Funds WOGSX’s is holdings 23 different assets.
      What are the total assets of Mutual Funds WOGSX?
      Mutual Funds WOGSX’s total assets are 429.17M.
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