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
$105M
AUM Growth
-$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$679K
2
+$205K
3
+$192K
4
ADBE icon
Adobe
ADBE
+$59.5K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$44.4K

Top Sells

1
+$3.05M
2
+$861K
3
+$830K
4
XOM icon
Exxon Mobil
XOM
+$792K
5
BAP icon
Credicorp
BAP
+$791K

Sector Composition

1 Technology 26.57%
2 Communication Services 13.59%
3 Healthcare 11.69%
4 Consumer Discretionary 11.05%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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