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
$300M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$871K
3
+$581K
4
GE icon
GE Aerospace
GE
+$549K
5
IBM icon
IBM
IBM
+$527K

Top Sells

1
+$2.81M
2
+$1.62M
3
+$397K
4
CRWD icon
CrowdStrike
CRWD
+$353K
5
LMT icon
Lockheed Martin
LMT
+$336K

Sector Composition

1 Technology 33.45%
2 Financials 10.4%
3 Consumer Discretionary 9.86%
4 Healthcare 9.8%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14.4K ﹤0.01%
+150
252
$14.2K ﹤0.01%
+118
253
$14.1K ﹤0.01%
135
254
$14K ﹤0.01%
833
+300
255
$14K ﹤0.01%
24
256
$13.8K ﹤0.01%
170
257
$13.6K ﹤0.01%
160
258
$13.5K ﹤0.01%
433
+278
259
$13.2K ﹤0.01%
45
260
$13.1K ﹤0.01%
206
261
$12.7K ﹤0.01%
28
262
$12.3K ﹤0.01%
113
263
$12.1K ﹤0.01%
50
264
$11.9K ﹤0.01%
50
265
$11.9K ﹤0.01%
142
266
$11.8K ﹤0.01%
500
267
$11.8K ﹤0.01%
81
268
$11.5K ﹤0.01%
+262
269
$11.5K ﹤0.01%
50
270
$11.2K ﹤0.01%
142
271
$11.2K ﹤0.01%
902
272
$11.1K ﹤0.01%
55
273
$10.9K ﹤0.01%
101
274
$10.8K ﹤0.01%
+184
275
$10.7K ﹤0.01%
40
9 10
11
12 13