WBC

West Branch Capital Portfolio holdings

AUM $373M
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$704K
3
+$653K
4
PLTR icon
Palantir
PLTR
+$364K
5
AMD icon
Advanced Micro Devices
AMD
+$357K

Top Sells

1
+$313K
2
+$311K
3
+$263K
4
ACN icon
Accenture
ACN
+$260K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$221K

Sector Composition

1 Technology 37.25%
2 Financials 10.35%
3 Communication Services 9.98%
4 Consumer Discretionary 9.73%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K ﹤0.01%
118
227
$15.9K ﹤0.01%
207
+1
228
$15.5K ﹤0.01%
+48
229
$15.4K ﹤0.01%
1,714
230
$14.6K ﹤0.01%
177
+71
231
$14.4K ﹤0.01%
215
+15
232
$14.2K ﹤0.01%
106
-229
233
$14.2K ﹤0.01%
45
234
$14.1K ﹤0.01%
207
+2
235
$14K ﹤0.01%
1,200
236
$13.7K ﹤0.01%
205
+1
237
$13.5K ﹤0.01%
+333
238
$13.2K ﹤0.01%
902
239
$13.1K ﹤0.01%
142
240
$13.1K ﹤0.01%
715
241
$13K ﹤0.01%
133
242
$13K ﹤0.01%
135
243
$12.9K ﹤0.01%
69
244
$12.9K ﹤0.01%
200
245
$12.9K ﹤0.01%
40
246
$12.8K ﹤0.01%
100
247
$12.8K ﹤0.01%
262
248
$12.6K ﹤0.01%
150
249
$12.6K ﹤0.01%
142
250
$12.6K ﹤0.01%
24
8 9
10
11 12