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
$209M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1 +$115K
2 +$111K
3 +$102K
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$84K
5
SHEL icon
Shell
SHEL
+$71K

Top Sells

1 +$1.52M
2 +$1.35M
3 +$1.31M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
MOG.A icon
Moog Inc Class A
MOG.A
+$1.04M

Sector Composition

1 Technology 30.4%
2 Communication Services 11.43%
3 Consumer Discretionary 11.2%
4 Healthcare 10.35%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$12K 0.01%
135
277
$12K 0.01%
45
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$12K 0.01%
77
279
$12K 0.01%
396
280
$12K 0.01%
28
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$12K 0.01%
75
282
$12K 0.01%
260
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$12K 0.01%
34
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$12K 0.01%
55
285
$12K 0.01%
1,006
286
$12K 0.01%
60
287
$11K 0.01%
168
-153
288
$11K 0.01%
229
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$11K 0.01%
672
+16
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$11K 0.01%
140
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$11K 0.01%
104
292
$11K 0.01%
230
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$11K 0.01%
504
294
$10K ﹤0.01%
75
295
$10K ﹤0.01%
503
296
$10K ﹤0.01%
501
297
$10K ﹤0.01%
142
298
$10K ﹤0.01%
501
299
$10K ﹤0.01%
175
300
$10K ﹤0.01%
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