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
$94.9M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$520K
2
+$203K
3
+$84.7K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.84K
5
MCD icon
McDonald's
MCD
+$2.84K

Top Sells

1
+$2.32M
2
+$1.55M
3
+$1.24M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.08M
5
GS icon
Goldman Sachs
GS
+$924K

Sector Composition

1 Technology 20.81%
2 Healthcare 12.83%
3 Communication Services 11.88%
4 Consumer Discretionary 11.53%
5 Financials 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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