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
$200M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$183K
2
+$98.5K
3
+$88K
4
LLY icon
Eli Lilly
LLY
+$87.2K
5
META icon
Meta Platforms (Facebook)
META
+$84.4K

Top Sells

1
+$673K
2
+$196K
3
+$127K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$95.7K
5
AXP icon
American Express
AXP
+$87.1K

Sector Composition

1 Technology 36.43%
2 Healthcare 10.65%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14.1K 0.01%
701
252
$14K 0.01%
700
253
$13.9K 0.01%
155
254
$13.8K 0.01%
1,650
255
$13.7K 0.01%
104
256
$13.7K 0.01%
135
257
$13.7K 0.01%
134
258
$13.7K 0.01%
45
259
$13.7K 0.01%
55
260
$13.3K 0.01%
864
261
$13K 0.01%
60
262
$13K 0.01%
864
263
$12.8K 0.01%
77
264
$12.7K 0.01%
123
265
$12.5K 0.01%
2,018
266
$12.4K 0.01%
39
267
$12.3K 0.01%
101
268
$11.8K 0.01%
500
269
$11.8K 0.01%
289
270
$11.7K 0.01%
160
271
$11.6K 0.01%
44
272
$11.2K 0.01%
30
273
$11.2K 0.01%
28
274
$11K 0.01%
106
+1
275
$10.8K 0.01%
75
9 10
11
12 13