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
$179M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$519K
3
+$331K
4
MSFT icon
Microsoft
MSFT
+$112K
5
AMD icon
Advanced Micro Devices
AMD
+$98K

Top Sells

1
+$1.09M
2
+$126K
3
+$113K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.3K
5
XOM icon
Exxon Mobil
XOM
+$96.8K

Sector Composition

1 Technology 32.96%
2 Healthcare 11.88%
3 Consumer Staples 9.44%
4 Consumer Discretionary 9.08%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15.4K 0.01%
75
252
$15.3K 0.01%
322
+1
253
$15K 0.01%
135
254
$14.9K 0.01%
396
255
$14.5K 0.01%
41
256
$14.4K 0.01%
104
257
$14.2K 0.01%
701
-50
258
$14K 0.01%
2,018
259
$14K 0.01%
60
260
$13.6K 0.01%
120
-197
261
$13.5K 0.01%
155
262
$13.4K 0.01%
1,650
-100
263
$13.4K 0.01%
700
+200
264
$13.3K 0.01%
34
265
$13.1K 0.01%
200
266
$13K 0.01%
864
267
$13K 0.01%
864
268
$12.6K 0.01%
39
269
$12.2K 0.01%
55
270
$12.2K 0.01%
123
271
$12.1K 0.01%
289
272
$11.9K 0.01%
500
273
$11.6K 0.01%
28
274
$11.3K 0.01%
140
-23
275
$11.3K 0.01%
77
9 10
11
12 13