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
426
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-336
427
$0 ﹤0.01%
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428
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$0 ﹤0.01%
10
430
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+16
431
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-2,300
432
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433
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434
$0 ﹤0.01%
3
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436
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5
438
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2
439
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$0 ﹤0.01%
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442
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443
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-739
444
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$0 ﹤0.01%
3
446
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3
447
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1
448
– –
-341
449
– –
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450
– –
-1,500
15 16 17
18
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