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
$208M
AUM Growth
+$4.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$245K
3
+$123K
4
DHR icon
Danaher
DHR
+$63.2K
5
BAC icon
Bank of America
BAC
+$62.7K

Top Sells

1
+$356K
2
+$197K
3
+$131K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$106K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$102K

Sector Composition

1 Technology 28.49%
2 Communication Services 13.65%
3 Consumer Discretionary 11.79%
4 Financials 9.28%
5 Healthcare 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14K 0.01%
180
277
$14K 0.01%
170
278
$14K 0.01%
200
279
$14K 0.01%
104
280
$14K 0.01%
147
281
$13K 0.01%
75
282
$13K 0.01%
642
+12
283
$13K 0.01%
57
284
$13K 0.01%
55
285
$13K 0.01%
1,006
286
$13K 0.01%
30
287
$13K 0.01%
60
288
$13K 0.01%
70
289
$13K 0.01%
135
290
$13K 0.01%
186
291
$13K 0.01%
77
292
$12K 0.01%
405
293
$12K 0.01%
155
294
$12K 0.01%
300
295
$11K 0.01%
28
296
$11K 0.01%
185
+2
297
$11K 0.01%
230
298
$11K 0.01%
501
299
$11K 0.01%
175
300
$11K 0.01%
98
10 11
12
13 14