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
$269M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$507K
3 +$251K
4
TSLA icon
Tesla
TSLA
+$201K
5
CRWD icon
CrowdStrike
CRWD
+$192K

Top Sells

1 +$1.65M
2 +$698K
3 +$606K
4
AAPL icon
Apple
AAPL
+$409K
5
ARM icon
Arm
ARM
+$250K

Sector Composition

1 Technology 38.94%
2 Healthcare 9.5%
3 Consumer Discretionary 9.29%
4 Consumer Staples 8.18%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$19.3K 0.01%
412
227
$19.2K 0.01%
81
228
$18.2K 0.01%
2,152
+28
229
$17.9K 0.01%
120
230
$17.3K 0.01%
56
231
$17.2K 0.01%
1,060
232
$17K 0.01%
920
233
$16.8K 0.01%
1,447
234
$16.7K 0.01%
155
235
$16.3K 0.01%
+185
236
$16.2K 0.01%
60
237
$16.2K 0.01%
170
238
$15.9K 0.01%
211
+2
239
$15.9K 0.01%
612
240
$15.3K 0.01%
157
241
$15.3K 0.01%
50
242
$15.2K 0.01%
77
243
$14.9K 0.01%
70
244
$14.7K 0.01%
150
245
$14.4K 0.01%
84
246
$14.3K 0.01%
701
247
$13.9K 0.01%
727
+14
248
$13.6K 0.01%
1,650
249
$13.4K 0.01%
175
250
$13.2K ﹤0.01%
+77