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
$179M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$519K
3 +$331K
4
MSFT icon
Microsoft
MSFT
+$112K
5
AMD icon
Advanced Micro Devices
AMD
+$98K

Top Sells

1 +$1.09M
2 +$126K
3 +$113K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.3K
5
XOM icon
Exxon Mobil
XOM
+$96.8K

Sector Composition

1 Technology 32.96%
2 Healthcare 11.88%
3 Consumer Staples 9.44%
4 Consumer Discretionary 9.08%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$11.2K 0.01%
160
-98
277
$11.2K 0.01%
230
278
$11.2K 0.01%
170
279
$11K 0.01%
105
280
$11K 0.01%
23
281
$10.9K 0.01%
44
282
$10.4K 0.01%
1,000
283
$10.4K 0.01%
504
284
$10.3K 0.01%
45
285
$10.3K 0.01%
30
286
$10.3K 0.01%
737
+18
287
$9.86K 0.01%
70
288
$9.85K 0.01%
175
289
$9.79K 0.01%
125
290
$9.63K 0.01%
503
291
$9.57K 0.01%
30
292
$9.52K 0.01%
86
293
$9.38K 0.01%
123
294
$9.21K 0.01%
75
295
$9.14K 0.01%
40
296
$9.13K 0.01%
+203
297
$8.97K 0.01%
30
298
$8.95K 0.01%
507
+2
299
$8.71K ﹤0.01%
44
300
$8.55K ﹤0.01%
1,036
+18