WBC

West Branch Capital Portfolio holdings

AUM $373M
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$704K
3
+$653K
4
PLTR icon
Palantir
PLTR
+$364K
5
AMD icon
Advanced Micro Devices
AMD
+$357K

Top Sells

1
+$313K
2
+$311K
3
+$263K
4
ACN icon
Accenture
ACN
+$260K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$221K

Sector Composition

1 Technology 37.25%
2 Financials 10.35%
3 Communication Services 9.98%
4 Consumer Discretionary 9.73%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12.5K ﹤0.01%
55
252
$12.4K ﹤0.01%
350
253
$12.4K ﹤0.01%
184
254
$12.3K ﹤0.01%
61
+57
255
$12.3K ﹤0.01%
103
256
$12K ﹤0.01%
130
257
$11.9K ﹤0.01%
50
258
$11.8K ﹤0.01%
500
259
$11.8K ﹤0.01%
434
-443
260
$11.8K ﹤0.01%
170
261
$11.8K ﹤0.01%
60
262
$11.7K ﹤0.01%
1,177
+516
263
$11.7K ﹤0.01%
656
+11
264
$11.6K ﹤0.01%
75
265
$11.6K ﹤0.01%
63
266
$10.9K ﹤0.01%
190
267
$10.6K ﹤0.01%
50
268
$10.6K ﹤0.01%
73
269
$10.5K ﹤0.01%
280
270
$10.4K ﹤0.01%
239
271
$10.4K ﹤0.01%
49
272
$10.4K ﹤0.01%
212
273
$10.3K ﹤0.01%
32
274
$10.3K ﹤0.01%
447
275
$10.3K ﹤0.01%
135
9 10
11
12 13