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
$200M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$183K
2
+$98.5K
3
+$88K
4
LLY icon
Eli Lilly
LLY
+$87.2K
5
META icon
Meta Platforms (Facebook)
META
+$84.4K

Top Sells

1
+$673K
2
+$196K
3
+$127K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$95.7K
5
AXP icon
American Express
AXP
+$87.1K

Sector Composition

1 Technology 36.43%
2 Healthcare 10.65%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10.6K 0.01%
125
277
$10.5K 0.01%
175
278
$10.4K 0.01%
86
279
$10.4K 0.01%
504
280
$10.2K 0.01%
754
+17
281
$10.1K 0.01%
115
-25
282
$9.95K 0.01%
1,000
283
$9.93K 0.01%
115
284
$9.92K ﹤0.01%
40
285
$9.52K ﹤0.01%
503
286
$9.52K ﹤0.01%
170
287
$9.41K ﹤0.01%
260
288
$9.33K ﹤0.01%
150
289
$9.31K ﹤0.01%
123
290
$9.13K ﹤0.01%
70
291
$9.08K ﹤0.01%
514
+7
292
$8.9K ﹤0.01%
100
293
$8.89K ﹤0.01%
34
294
$8.72K ﹤0.01%
23
295
$8.65K ﹤0.01%
30
296
$8.59K ﹤0.01%
354
+84
297
$8.58K ﹤0.01%
44
298
$8.49K ﹤0.01%
64
299
$8.48K ﹤0.01%
140
300
$8.45K ﹤0.01%
1,055
+19
10 11
12
13 14