WBC
West Branch Capital Portfolio holdings
AUM
$381M
1-Year Est. Return
27.67%
1 Year Est. Return
+27.67%
AUM
$381M
AUM Growth
+$43M
(+13%)
Holding
490
Top Buys
| 1 | +$853K | |
| 2 | +$732K | |
| 3 | +$702K | |
| 4 |
Palantir
PLTR
|
+$410K |
| 5 |
Tesla
TSLA
|
+$386K |
Top Sells
| 1 | +$313K | |
| 2 | +$306K | |
| 3 | +$268K | |
| 4 |
Accenture
ACN
|
+$246K |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
+$221K |
Sector Composition
| 1 | Technology | 37.25% |
| 2 | Financials | 10.35% |
| 3 | Communication Services | 9.98% |
| 4 | Consumer Discretionary | 9.73% |
| 5 | Healthcare | 8.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.37T
| $40.3M | 10.57% |
215,911
-450
|
|
||
2
Apple
AAPL
$4.18T
| $38.8M | 10.17% |
152,225
-390
|
|
||
3
Microsoft
MSFT
$3.62T
| $28.8M | 7.56% |
55,654
+261
|
|
||
4
Alphabet (Google) Class A
GOOGL
$3.8T
| $21.8M | 5.73% |
89,799
+1,572
|
|
||
5
Amazon
AMZN
$2.5T
| $20.6M | 5.4% |
93,809
+3,887
|
|
||
6
SPDR S&P 500 ETF Trust
SPY
$697B
| $20.1M | 5.28% |
30,206
+1,099
|
|
||
7
Moog Inc Class B
MOG.B
| $12.4M | 3.25% |
60,114
|
|
||
8
Oracle
ORCL
$573B
| $11.5M | 3.01% |
40,767
+342
|
|
||
9
JPMorgan Chase
JPM
$841B
| $10.7M | 2.8% |
33,883
-31
|
|
||
10
Broadcom
AVGO
$1.82T
| $10.5M | 2.75% |
31,712
+167
|
|
||
11
Procter & Gamble
PG
$345B
| $9.86M | 2.59% |
64,180
+859
|
|
||
12
Meta Platforms (Facebook)
META
$1.62T
| $8.29M | 2.18% |
11,293
+479
|
|
||
13
Walmart
WMT
$889B
| $7.78M | 2.04% |
75,530
+1,321
|
|
||
14
Visa
V
$638B
| $7.36M | 1.93% |
21,551
+404
|
|
||
15
AbbVie
ABBV
$398B
| $6.94M | 1.82% |
29,971
+321
|
|
||
16
Eli Lilly
LLY
$947B
| $6.41M | 1.68% |
8,398
+165
|
|
||
17
Johnson & Johnson
JNJ
$495B
| $6.13M | 1.61% |
33,049
+519
|
|
||
18
Berkshire Hathaway Class B
BRK.B
$1.1T
| $6.1M | 1.6% |
12,139
+439
|
|
||
19
iShares Core S&P 500 ETF
IVV
$729B
| $6.1M | 1.6% |
9,116
+55
|
|
||
20
Home Depot
HD
$356B
| $5.75M | 1.51% |
14,187
+415
|
|
||
|
21
Tesla
TSLA
$1.43T
| $4.86M | 1.27% |
10,922
+868
|
|
||
22
UnitedHealth
UNH
$293B
| $4.64M | 1.22% |
13,440
+306
|
|
||
23
Mastercard
MA
$488B
| $4.6M | 1.21% |
8,090
+223
|
|
||
24
Exxon Mobil
XOM
$492B
| $4.25M | 1.12% |
37,733
+1,070
|
|
||
25
Cisco
CSCO
$300B
| $3.6M | 0.95% |
52,654
+1,892
|
|