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
376
$1.97K ﹤0.01%
16
377
$1.83K ﹤0.01%
45
378
$1.82K ﹤0.01%
318
379
$1.64K ﹤0.01%
514
+14
380
$1.62K ﹤0.01%
+33
381
$1.55K ﹤0.01%
13
-153
382
$1.54K ﹤0.01%
100
383
$1.43K ﹤0.01%
+132
384
$1.3K ﹤0.01%
51
385
$1.26K ﹤0.01%
27
386
$1.24K ﹤0.01%
591
387
$1.23K ﹤0.01%
107
388
$1.16K ﹤0.01%
10
389
$1.14K ﹤0.01%
23
390
$1.13K ﹤0.01%
214
391
$1.1K ﹤0.01%
6
-75
392
$1.07K ﹤0.01%
4
393
$1.05K ﹤0.01%
10
394
$974 ﹤0.01%
10
395
$968 ﹤0.01%
18
396
$954 ﹤0.01%
10
-46
397
$942 ﹤0.01%
39
398
$939 ﹤0.01%
4
399
$892 ﹤0.01%
4
-340
400
$891 ﹤0.01%
2
14 15
16
17 18