WBC
West Branch Capital Portfolio holdings
AUM
$338M
1-Year Return
20.68%
This Quarter Return
+13.88%
1 Year Return
+20.68%
3 Year Return
+125.98%
5 Year Return
+196.97%
10 Year Return
–
AUM
$200M
AUM Growth
+$21.1M
(+12%)
Cap. Flow
-$443K
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
56.07%
Holding
471
New
15
Increased
79
Reduced
44
Closed
21
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$183K |
| 2 |
Johnson & Johnson
JNJ
|
+$98.5K |
| 3 |
UnitedHealth
UNH
|
+$88K |
| 4 |
Eli Lilly
LLY
|
+$87.2K |
| 5 |
Meta Platforms (Facebook)
META
|
+$84.4K |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$673K |
| 2 |
Microsoft
MSFT
|
+$196K |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$127K |
| 4 |
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
|
+$95.7K |
| 5 |
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% |
