WBC

West Branch Capital Portfolio holdings

AUM $381M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$183K
2
+$98.5K
3
+$88K
4
LLY icon
Eli Lilly
LLY
+$87.2K
5
META icon
Meta Platforms (Facebook)
META
+$84.4K

Top Sells

1
+$673K
2
+$196K
3
+$127K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$95.7K
5
AXP icon
American Express
AXP
+$87.1K

Sector Composition

1 Technology 36.43%
2 Healthcare 10.65%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20.7K 0.01%
232
227
$20.3K 0.01%
1,028
+10
228
$20.3K 0.01%
81
229
$20.3K 0.01%
739
-3,158
230
$20.2K 0.01%
200
231
$20.1K 0.01%
180
232
$19.1K 0.01%
110
233
$18.9K 0.01%
920
-4,650
234
$18.9K 0.01%
2,015
235
$18.7K 0.01%
203
+1
236
$18.1K 0.01%
292
237
$18.1K 0.01%
396
238
$17.8K 0.01%
89
239
$17.5K 0.01%
184
240
$17.1K 0.01%
262
241
$17.1K 0.01%
41
242
$17.1K 0.01%
239
243
$16.7K 0.01%
1,030
+11
244
$16.6K 0.01%
56
245
$16.4K 0.01%
322
246
$15.9K 0.01%
170
247
$15.4K 0.01%
50
248
$15.3K 0.01%
560
-350
249
$15.1K 0.01%
120
250
$14.7K 0.01%
75
8 9
10
11 12