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WBC

West Branch Capital Portfolio holdings

AUM $373M
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
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
+$4.94M
2
+$260K
3
+$127K
4
DHR icon
Danaher
DHR
+$64K
5
ACN icon
Accenture
ACN
+$62.8K

Top Sells

1
+$356K
2
+$197K
3
+$136K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$109K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$103K

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
426
$0 ﹤0.01%
10
427
$0 ﹤0.01%
+16
428
– –
-2,300
429
– –
-1,500
430
– –
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431
$0 ﹤0.01%
10
432
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3
433
$0 ﹤0.01%
8
434
– –
-1,200
435
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438
$0 ﹤0.01%
3
439
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50
441
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442
$0 ﹤0.01%
5
443
$0 ﹤0.01%
2
444
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-233
445
– –
-2,657
446
– –
-22
447
$0 ﹤0.01%
3
448
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449
– –
-739
450
– –
-300
15 16 17
18
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