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
$269M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$507K
3
+$251K
4
TSLA icon
Tesla
TSLA
+$201K
5
CRWD icon
CrowdStrike
CRWD
+$192K

Top Sells

1
+$1.65M
2
+$698K
3
+$606K
4
AAPL icon
Apple
AAPL
+$409K
5
ARM icon
Arm
ARM
+$250K

Sector Composition

1 Technology 38.94%
2 Healthcare 9.5%
3 Consumer Discretionary 9.29%
4 Consumer Staples 8.18%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K ﹤0.01%
160
252
$12.8K ﹤0.01%
1,057
-575
253
$12.8K ﹤0.01%
55
254
$12.7K ﹤0.01%
204
255
$12.6K ﹤0.01%
135
256
$12.6K ﹤0.01%
42
257
$12.1K ﹤0.01%
902
258
$12.1K ﹤0.01%
24
259
$12K ﹤0.01%
101
260
$11.7K ﹤0.01%
500
261
$11.6K ﹤0.01%
200
-26
262
$11.5K ﹤0.01%
400
263
$11.4K ﹤0.01%
28
264
$11.4K ﹤0.01%
45
265
$11.2K ﹤0.01%
2,018
266
$11.1K ﹤0.01%
78
267
$10.7K ﹤0.01%
281
268
$10.6K ﹤0.01%
504
269
$10.6K ﹤0.01%
1,000
270
$10K ﹤0.01%
2,000
271
$9.94K ﹤0.01%
+198
272
$9.91K ﹤0.01%
113
-125
273
$9.64K ﹤0.01%
503
274
$9.64K ﹤0.01%
+195
275
$9.61K ﹤0.01%
239
9 10
11
12 13