WBC

West Branch Capital Portfolio holdings

AUM $338M
1-Year Est. Return 20.68%
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$115K
2
+$111K
3
+$102K
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$84K
5
SHEL icon
Shell
SHEL
+$71K

Top Sells

1
+$1.52M
2
+$1.35M
3
+$1.31M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
MOG.A icon
Moog Inc Class A
MOG.A
+$1.04M

Sector Composition

1 Technology 30.4%
2 Communication Services 11.43%
3 Consumer Discretionary 11.2%
4 Healthcare 10.35%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25K 0.01%
1,000
227
$25K 0.01%
300
228
$25K 0.01%
864
229
$25K 0.01%
+3,000
230
$24K 0.01%
715
+115
231
$24K 0.01%
120
232
$23K 0.01%
65
+15
233
$23K 0.01%
108
234
$23K 0.01%
204
-259
235
$23K 0.01%
125
+75
236
$23K 0.01%
106
+21
237
$23K 0.01%
216
+40
238
$23K 0.01%
56
239
$22K 0.01%
171
240
$22K 0.01%
490
-319
241
$22K 0.01%
122
-49
242
$22K 0.01%
332
243
$21K 0.01%
127
244
$20K 0.01%
255
245
$19K 0.01%
64
246
$19K 0.01%
50
247
$19K 0.01%
63
248
$19K 0.01%
170
249
$18K 0.01%
355
+175
250
$18K 0.01%
170
8 9
10
11 12