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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
$209M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$117K
2
+$106K
3
+$101K
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$74.9K
5
SHEL icon
Shell
SHEL
+$69K

Top Sells

1
+$1.46M
2
+$1.35M
3
+$1.21M
4
AMZN icon
Amazon
AMZN
+$1.19M
5
MOG.A icon
Moog Inc Class A
MOG.A
+$963K

Sector Composition

1 Technology 30.39%
2 Communication Services 11.43%
3 Consumer Discretionary 11.2%
4 Healthcare 10.35%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$0 ﹤0.01%
10
452
– –
-582
453
$0 ﹤0.01%
14
-17
454
– –
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455
$0 ﹤0.01%
6
-18
456
– –
-70
457
– –
-681
458
– –
-41
459
– –
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460
– –
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461
$0 ﹤0.01%
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462
$0 ﹤0.01%
200
463
– –
-780
464
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465
– –
-1,300
466
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-1,000
467
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-254
468
$0 ﹤0.01%
5
469
– –
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470
$0 ﹤0.01%
3
471
– –
-146
472
– –
-40
473
– –
-63
474
$0 ﹤0.01%
4
475
$0 ﹤0.01%
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