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
$162M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$148K
2
+$126K
3
+$69.4K
4
AMD icon
Advanced Micro Devices
AMD
+$64.8K
5
PXD
Pioneer Natural Resource Co.
PXD
+$55.3K

Top Sells

1
+$2.29M
2
+$1.45M
3
+$1.22M
4
NFLX icon
Netflix
NFLX
+$1.07M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 26.67%
2 Healthcare 14.19%
3 Consumer Staples 10.48%
4 Consumer Discretionary 9.33%
5 Financials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15.1K 0.01%
230
252
$14.5K 0.01%
123
+108
253
$14.4K 0.01%
321
+1
254
$14.4K 0.01%
56
255
$14.2K 0.01%
135
256
$14.1K 0.01%
2,018
257
$14.1K 0.01%
+1,500
258
$14K 0.01%
1,750
259
$14K 0.01%
529
-46,019
260
$13.3K 0.01%
104
261
$13.3K 0.01%
75
262
$13.2K 0.01%
39
263
$13.2K 0.01%
41
264
$13.1K 0.01%
55
265
$12.7K 0.01%
163
-214
266
$12.6K 0.01%
60
267
$12.5K 0.01%
289
268
$12.2K 0.01%
864
269
$12.1K 0.01%
396
270
$11.8K 0.01%
500
271
$11.2K 0.01%
28
272
$11.2K 0.01%
230
273
$11.2K 0.01%
44
-3
274
$11K 0.01%
105
275
$10.9K 0.01%
217
+49
9 10
11
12 13