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
$248M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.22M
3
+$764K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$710K
5
META icon
Meta Platforms (Facebook)
META
+$694K

Top Sells

1
+$6.77M
2
+$293K
3
+$133K
4
NKE icon
Nike
NKE
+$115K
5
T icon
AT&T
T
+$81.8K

Sector Composition

1 Technology 35.79%
2 Healthcare 10.01%
3 Consumer Discretionary 9.89%
4 Consumer Staples 8.3%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-8
452
– –
-864
453
– –
-53
454
– –
-28
15 16 17 18
19