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
$289M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$774K
3
+$485K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$419K
5
COST icon
Costco
COST
+$373K

Top Sells

1
+$806K
2
+$682K
3
+$558K
4
DIS icon
Walt Disney
DIS
+$170K
5
SYY icon
Sysco
SYY
+$144K

Sector Composition

1 Technology 37.74%
2 Healthcare 9.81%
3 Consumer Discretionary 9.23%
4 Consumer Staples 8.44%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$20 ﹤0.01%
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