WBC
West Branch Capital Portfolio holdings
AUM
$388M
1-Year Est. Return
27.31%
1 Year Est. Return
+27.31%
AUM
$388M
AUM Growth
+$6.97M
(+1.8%)
Holding
469
Top Buys
| 1 | +$781K | |
| 2 | +$758K | |
| 3 | +$629K | |
| 4 |
Palantir
PLTR
|
+$483K |
| 5 |
Advanced Micro Devices
AMD
|
+$481K |
Top Sells
| 1 | +$1.67M | |
| 2 | +$1.46M | |
| 3 | +$1.24M | |
| 4 |
Accenture
ACN
|
+$837K |
| 5 |
UnitedHealth
UNH
|
+$724K |
Sector Composition
| 1 | Technology | 36.1% |
| 2 | Communication Services | 11.16% |
| 3 | Financials | 10.58% |
| 4 | Consumer Discretionary | 9.54% |
| 5 | Healthcare | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.76T
| $41M | 10.57% |
150,941
-1,284
|
|
||
2
NVIDIA
NVDA
$4.53T
| $39.8M | 10.25% |
213,356
-2,555
|
|
||
3
Alphabet (Google) Class A
GOOGL
$3.98T
| $28.7M | 7.4% |
91,809
+2,010
|
|
||
4
Microsoft
MSFT
$3.42T
| $27.1M | 6.98% |
56,005
+351
|
|
||
5
Amazon
AMZN
$2.56T
| $21.5M | 5.53% |
92,934
-875
|
|
||
6
SPDR S&P 500 ETF Trust
SPY
$714B
| $20.5M | 5.29% |
30,078
-128
|
|
||
7
Moog Inc Class B
MOG.B
$9.84B
| $14.9M | 3.85% |
60,114
|
|
||
8
Broadcom
AVGO
$1.67T
| $11M | 2.84% |
31,875
+163
|
|
||
9
JPMorgan Chase
JPM
$842B
| $11M | 2.83% |
34,037
+154
|
|
||
10
Procter & Gamble
PG
$338B
| $9.28M | 2.39% |
64,752
+572
|
|
||
11
Eli Lilly
LLY
$929B
| $9.13M | 2.35% |
8,492
+94
|
|
||
12
Walmart Inc
WMT
$954B
| $8.48M | 2.18% |
76,104
+574
|
|
||
13
Oracle
ORCL
$549B
| $8.17M | 2.11% |
41,913
+1,146
|
|
||
14
Meta Platforms (Facebook)
META
$1.56T
| $7.74M | 1.99% |
11,724
+431
|
|
||
15
Visa
V
$633B
| $7.67M | 1.98% |
21,879
+328
|
|
||
16
Johnson & Johnson
JNJ
$527B
| $6.93M | 1.79% |
33,481
+432
|
|
||
17
AbbVie
ABBV
$379B
| $6.88M | 1.77% |
30,093
+122
|
|
||
18
iShares Core S&P 500 ETF
IVV
$761B
| $6.26M | 1.61% |
9,134
+18
|
|
||
19
Berkshire Hathaway Class B
BRK.B
$1.06T
| $6.12M | 1.58% |
12,171
+32
|
|
||
20
Tesla
TSLA
$1.46T
| $5.16M | 1.33% |
11,476
+554
|
|
||
21
Home Depot
HD
$378B
| $4.91M | 1.27% |
14,282
+95
|
|
||
22
Mastercard
MA
$484B
| $4.73M | 1.22% |
8,293
+203
|
|
||
23
Exxon Mobil
XOM
$548B
| $4.57M | 1.18% |
37,987
+254
|
|
||
24
Cisco
CSCO
$297B
| $4.14M | 1.07% |
53,706
+1,052
|
|
||
|
25
UnitedHealth
UNH
$300B
| $3.71M | 0.96% |
11,246
-2,194
|
|