WBC

West Branch Capital Portfolio holdings

AUM $388M
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.95M
3
+$1.09M
4
BA icon
Boeing
BA
+$629K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$606K

Top Sells

1
+$829K
2
+$466K
3
+$437K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$434K
5
GLW icon
Corning
GLW
+$318K

Sector Composition

1 Technology 36.13%
2 Financials 10.68%
3 Consumer Discretionary 10.04%
4 Communication Services 9.15%
5 Healthcare 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K ﹤0.01%
142
252
$12K ﹤0.01%
101
253
$12K ﹤0.01%
280
254
$11.8K ﹤0.01%
55
255
$11.8K ﹤0.01%
142
256
$11.7K ﹤0.01%
500
257
$11.6K ﹤0.01%
63
258
$11.5K ﹤0.01%
184
259
$11.5K ﹤0.01%
350
260
$11.1K ﹤0.01%
69
+66
261
$11K ﹤0.01%
645
-188
262
$10.7K ﹤0.01%
363
263
$10.5K ﹤0.01%
130
-100
264
$10.4K ﹤0.01%
49
265
$10.4K ﹤0.01%
60
266
$10.3K ﹤0.01%
447
267
$10.1K ﹤0.01%
102
-1
268
$10K ﹤0.01%
262
269
$10K ﹤0.01%
72
-100
270
$9.9K ﹤0.01%
190
271
$9.89K ﹤0.01%
115
272
$9.84K ﹤0.01%
75
273
$9.81K ﹤0.01%
503
274
$9.78K ﹤0.01%
500
275
$9.74K ﹤0.01%
31
9 10
11
12 13