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
$191M
AUM Growth
-$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$97.3K
3
+$69.9K
4
KO icon
Coca-Cola
KO
+$49K
5
PFE icon
Pfizer
PFE
+$43.5K

Top Sells

1
+$3.42M
2
+$272K
3
+$250K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
MSFT icon
Microsoft
MSFT
+$108K

Sector Composition

1 Technology 34.2%
2 Healthcare 11.35%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13.8K 0.01%
560
252
$13.8K 0.01%
77
253
$13.7K 0.01%
1,650
254
$13.6K 0.01%
120
255
$13.3K 0.01%
45
256
$13.2K 0.01%
56
257
$13.2K 0.01%
864
258
$13.2K 0.01%
700
259
$12.7K 0.01%
134
260
$12.5K 0.01%
864
261
$12.4K 0.01%
239
262
$12.3K 0.01%
55
263
$12.2K 0.01%
28
264
$12.2K 0.01%
2,018
265
$12.1K 0.01%
75
266
$11.4K 0.01%
500
267
$11.4K 0.01%
44
268
$11.2K 0.01%
135
269
$11.1K 0.01%
160
270
$10.9K 0.01%
106
271
$10.9K 0.01%
175
272
$10.9K 0.01%
289
273
$10.9K 0.01%
459
+105
274
$10.7K 0.01%
30
275
$10.6K 0.01%
40
9 10
11
12 13