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
$388M
AUM Growth
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1 +$758K
2 +$609K
3 +$574K
4
AMD icon
Advanced Micro Devices
AMD
+$505K
5
PLTR icon
Palantir
PLTR
+$492K

Top Sells

1 +$1.49M
2 +$1.47M
3 +$1.27M
4
ACN icon
Accenture
ACN
+$792K
5
UNH icon
UnitedHealth
UNH
+$744K

Sector Composition

1 Technology 36.1%
2 Communication Services 11.16%
3 Financials 10.58%
4 Consumer Discretionary 9.54%
5 Healthcare 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NFG icon
251
National Fuel Gas
NFG
$7.36B
$11.4K ﹤0.01%
142
XLG icon
252
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
$11.3K ﹤0.01%
190
TJX icon
253
TJX Companies
TJX
$178B
$11.2K ﹤0.01%
73
BR icon
254
Broadridge
BR
$17.5B
$11.2K ﹤0.01%
50
IJK icon
255
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$11.1K ﹤0.01%
114
-300
COP icon
256
ConocoPhillips
COP
$143B
$11K ﹤0.01%
117
-108
ENTG icon
257
Entegris
ENTG
$19.1B
$11K ﹤0.01%
130
UBER icon
258
Uber
UBER
$144B
$10.9K ﹤0.01%
133
TTC icon
259
Toro Company
TTC
$8.3B
$10.6K ﹤0.01%
135
GOVT icon
260
iShares US Treasury Bond ETF
GOVT
$42.4B
$10.3K ﹤0.01%
447
GVA icon
261
Granite Construction
GVA
$6.18B
$10.2K ﹤0.01%
88
KMI icon
262
Kinder Morgan
KMI
$70.5B
$9.98K ﹤0.01%
363
MDT icon
263
Medtronic
MDT
$105B
$9.92K ﹤0.01%
103
BSCQ icon
264
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.8B
$9.88K ﹤0.01%
504
+1
BDX icon
265
Becton Dickinson
BDX
$41.7B
$9.86K ﹤0.01%
51
SAM icon
266
Boston Beer
SAM
$1.72B
$9.76K ﹤0.01%
50
SRE icon
267
Sempra
SRE
$59.8B
$9.71K ﹤0.01%
110
HPQ icon
268
HP
HPQ
$23.4B
$9.67K ﹤0.01%
434
DKNG icon
269
DraftKings
DKNG
$12.4B
$9.65K ﹤0.01%
280
BG icon
270
Bunge Global
BG
$24.5B
$9.43K ﹤0.01%
106
+1
GGG icon
271
Graco
GGG
$12.3B
$9.43K ﹤0.01%
115
AWK icon
272
American Water Works
AWK
$24.3B
$9.4K ﹤0.01%
72
AZN icon
273
AstraZeneca
AZN
$288B
$9.19K ﹤0.01%
100
EMO
274
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.01B
$9.07K ﹤0.01%
+203
PODD icon
275
Insulet
PODD
$10.6B
$8.81K ﹤0.01%
31