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
276
$9.54K ﹤0.01%
135
277
$9.54K ﹤0.01%
50
278
$9.42K ﹤0.01%
+32
279
$9.07K ﹤0.01%
39
280
$9.02K ﹤0.01%
73
281
$8.9K ﹤0.01%
212
282
$8.87K ﹤0.01%
102
+1
283
$8.86K ﹤0.01%
70
284
$8.72K ﹤0.01%
28
285
$8.71K ﹤0.01%
51
+1
286
$8.62K ﹤0.01%
600
287
$8.61K ﹤0.01%
166
288
$8.6K ﹤0.01%
58
+57
289
$8.53K ﹤0.01%
106
-1
290
$8.42K ﹤0.01%
150
291
$8.37K ﹤0.01%
104
+1
292
$8.34K ﹤0.01%
110
293
$8.23K ﹤0.01%
287
-146
294
$8.23K ﹤0.01%
88
295
$8.22K ﹤0.01%
111
+27
296
$8.19K ﹤0.01%
239
297
$7.96K ﹤0.01%
111
298
$7.91K ﹤0.01%
255
299
$7.89K ﹤0.01%
+66
300
$7.64K ﹤0.01%
15
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