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
$209M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$115K
2
+$111K
3
+$102K
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$84K
5
SHEL icon
Shell
SHEL
+$71K

Top Sells

1
+$1.52M
2
+$1.35M
3
+$1.31M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
MOG.A icon
Moog Inc Class A
MOG.A
+$1.04M

Sector Composition

1 Technology 30.4%
2 Communication Services 11.43%
3 Consumer Discretionary 11.2%
4 Healthcare 10.35%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$18K 0.01%
200
+50
252
$18K 0.01%
134
253
$18K 0.01%
239
254
$18K 0.01%
41
255
$17K 0.01%
320
-80
256
$17K 0.01%
81
257
$17K 0.01%
101
258
$17K 0.01%
2,018
259
$17K 0.01%
864
260
$16K 0.01%
180
261
$16K 0.01%
751
262
$16K 0.01%
104
263
$14K 0.01%
289
-116
264
$14K 0.01%
45
265
$14K 0.01%
500
266
$14K 0.01%
130
267
$13K 0.01%
23
268
$13K 0.01%
170
269
$13K 0.01%
39
270
$13K 0.01%
230
271
$13K 0.01%
363
272
$13K 0.01%
30
273
$13K 0.01%
155
274
$13K 0.01%
100
275
$12K 0.01%
70
9 10
11
12 13