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
$191M
AUM Growth
-$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$97.3K
3
+$69.9K
4
KO icon
Coca-Cola
KO
+$49K
5
PFE icon
Pfizer
PFE
+$43.5K

Top Sells

1
+$3.42M
2
+$272K
3
+$250K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
MSFT icon
Microsoft
MSFT
+$108K

Sector Composition

1 Technology 34.2%
2 Healthcare 11.35%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.3K 0.01%
292
227
$18.9K 0.01%
920
228
$18.7K 0.01%
81
229
$18.6K 0.01%
232
230
$18.6K 0.01%
107
231
$18.6K 0.01%
42
-57
232
$18.5K 0.01%
751
+12
233
$18.4K 0.01%
200
234
$18.2K 0.01%
2,015
235
$18.1K 0.01%
164
236
$17.1K 0.01%
396
237
$16.9K 0.01%
89
238
$16.8K 0.01%
110
239
$16.2K 0.01%
1,041
+11
240
$16K 0.01%
104
241
$15.8K 0.01%
41
242
$15.8K 0.01%
323
+1
243
$15.4K 0.01%
262
244
$14.9K 0.01%
205
+2
245
$14.7K 0.01%
123
246
$14.7K 0.01%
155
247
$14.6K 0.01%
170
248
$14.1K 0.01%
475
249
$14.1K 0.01%
701
250
$14K 0.01%
60
8 9
10
11 12