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
351
$3.47K ﹤0.01%
48
352
$3.41K ﹤0.01%
329
353
$3.41K ﹤0.01%
48
354
$3.4K ﹤0.01%
30
355
$3.24K ﹤0.01%
22
356
$3.15K ﹤0.01%
2,457
357
$3.13K ﹤0.01%
52
358
$3.01K ﹤0.01%
130
359
$2.97K ﹤0.01%
315
360
$2.9K ﹤0.01%
300
-700
361
$2.81K ﹤0.01%
100
-3
362
$2.71K ﹤0.01%
17
363
$2.66K ﹤0.01%
170
364
$2.62K ﹤0.01%
293
365
$2.57K ﹤0.01%
6
-155
366
$2.57K ﹤0.01%
9
367
$2.57K ﹤0.01%
265
368
$2.48K ﹤0.01%
174
369
$2.44K ﹤0.01%
20
-232
370
$2.35K ﹤0.01%
150
371
$2.33K ﹤0.01%
20
-1
372
$2.32K ﹤0.01%
276
373
$2.25K ﹤0.01%
621
374
$2.02K ﹤0.01%
64
375
$1.98K ﹤0.01%
124
13 14
15
16 17