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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
$338M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.94M
3
+$1.1M
4
BA icon
Boeing
BA
+$567K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$561K

Top Sells

1
+$661K
2
+$458K
3
+$422K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$411K
5
GLW icon
Corning
GLW
+$283K

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
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