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
$179M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$519K
3 +$331K
4
MSFT icon
Microsoft
MSFT
+$112K
5
AMD icon
Advanced Micro Devices
AMD
+$98K

Top Sells

1 +$1.09M
2 +$126K
3 +$113K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.3K
5
XOM icon
Exxon Mobil
XOM
+$96.8K

Sector Composition

1 Technology 32.96%
2 Healthcare 11.88%
3 Consumer Staples 9.44%
4 Consumer Discretionary 9.08%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$20.9K 0.01%
64
227
$20.4K 0.01%
1,018
+9
228
$20K 0.01%
63
229
$19.8K 0.01%
2,015
+515
230
$19.7K 0.01%
81
231
$19.6K 0.01%
232
-62
232
$19.3K 0.01%
202
+2
233
$19.3K 0.01%
292
234
$18.9K 0.01%
230
235
$18.6K 0.01%
184
236
$18.6K 0.01%
239
237
$18.5K 0.01%
332
238
$18.4K 0.01%
200
239
$17.9K 0.01%
110
-300
240
$17.8K 0.01%
56
241
$17.7K 0.01%
262
242
$17.3K 0.01%
529
243
$16.9K 0.01%
170
244
$16.9K 0.01%
89
245
$16.8K 0.01%
1,019
+10
246
$16.7K 0.01%
180
247
$16.4K 0.01%
50
248
$15.9K 0.01%
134
249
$15.6K 0.01%
300
250
$15.5K 0.01%
101