WBC
West Branch Capital Portfolio holdings
AUM
$338M
This Quarter Return
+14.87%
1 Year Return
+20.68%
3 Year Return
+125.98%
5 Year Return
+196.97%
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(+11%)
Cap. Flow
-$190K
Cap. Flow
% of AUM
-0.11%
Top 10 Holdings %
Top 10 Hldgs %
53.36%
Holding
470
New
18
Increased
61
Reduced
85
Closed
15
Top Buys
| 1 |
Broadcom
AVGO
|
$1.16M |
| 2 |
Apple
AAPL
|
$519K |
| 3 |
NVIDIA
NVDA
|
$331K |
| 4 |
Microsoft
MSFT
|
$112K |
| 5 |
Advanced Micro Devices
AMD
|
$98K |
Top Sells
| 1 |
Tesla
TSLA
|
$1.09M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$126K |
| 3 |
3M
MMM
|
$113K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$98.3K |
| 5 |
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% |
