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

Top Buys

1
+$2.36M
2
+$1.95M
3
+$1.09M
4
BA icon
Boeing
BA
+$629K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$606K

Top Sells

1
+$829K
2
+$466K
3
+$437K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$434K
5
GLW icon
Corning
GLW
+$318K

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
176
$30K 0.01%
830
+10
177
$29.9K 0.01%
126
178
$29.6K 0.01%
136
179
$29.4K 0.01%
91
180
$28.8K 0.01%
223
+1
181
$28.3K 0.01%
50
182
$28.2K 0.01%
275
183
$27.9K 0.01%
40
-177
184
$27.9K 0.01%
+1,245
185
$27.5K 0.01%
124
186
$27.5K 0.01%
120
187
$27.2K 0.01%
328
+3
188
$26.9K 0.01%
448
189
$26.8K 0.01%
552
+5
190
$26.7K 0.01%
+1,040
191
$26.3K 0.01%
65
192
$25.2K 0.01%
150
-1
193
$25.1K 0.01%
88
194
$24.9K 0.01%
75
195
$24.5K 0.01%
182
196
$24.3K 0.01%
603
+2
197
$24.2K 0.01%
390
-287
198
$23.5K 0.01%
109
-108
199
$23.3K 0.01%
420
200
$23.1K 0.01%
60
6 7
8
9 10