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
$300M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$871K
3
+$581K
4
GE icon
GE Aerospace
GE
+$549K
5
IBM icon
IBM
IBM
+$527K

Top Sells

1
+$2.81M
2
+$1.62M
3
+$397K
4
CRWD icon
CrowdStrike
CRWD
+$353K
5
LMT icon
Lockheed Martin
LMT
+$336K

Sector Composition

1 Technology 33.45%
2 Financials 10.4%
3 Consumer Discretionary 9.86%
4 Healthcare 9.8%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.4K 0.01%
75
227
$19.3K 0.01%
60
228
$19.1K 0.01%
715
229
$18.9K 0.01%
371
-1,595
230
$18.8K 0.01%
180
231
$18.6K 0.01%
+375
232
$18.6K 0.01%
663
+4
233
$18.5K 0.01%
108
234
$18.4K 0.01%
87
-46
235
$18.3K 0.01%
91
236
$18.3K 0.01%
201
-216
237
$17.9K 0.01%
155
238
$17.6K 0.01%
1,714
239
$17.6K 0.01%
1,060
240
$17.6K 0.01%
175
241
$17.5K 0.01%
58
242
$17.4K 0.01%
+420
243
$17.1K 0.01%
57
244
$16.9K 0.01%
53
+23
245
$16.6K 0.01%
50
246
$16.6K 0.01%
816
+16
247
$15.8K 0.01%
56
248
$15.6K 0.01%
140
249
$15.2K 0.01%
+60
250
$14.5K ﹤0.01%
202
-214
8 9
10
11 12