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
$191M
AUM Growth
-$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$97.3K
3
+$69.9K
4
KO icon
Coca-Cola
KO
+$49K
5
PFE icon
Pfizer
PFE
+$43.5K

Top Sells

1
+$3.42M
2
+$272K
3
+$250K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
MSFT icon
Microsoft
MSFT
+$108K

Sector Composition

1 Technology 34.2%
2 Healthcare 11.35%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10.4K 0.01%
101
277
$10.4K 0.01%
504
278
$10.4K 0.01%
75
279
$9.44K 0.01%
503
280
$9.26K ﹤0.01%
+171
281
$9.24K ﹤0.01%
123
282
$9.01K ﹤0.01%
115
283
$8.96K ﹤0.01%
1,000
284
$8.96K ﹤0.01%
86
285
$8.89K ﹤0.01%
100
-25
286
$8.75K ﹤0.01%
521
+7
287
$8.54K ﹤0.01%
+2,000
288
$8.38K ﹤0.01%
115
289
$8.28K ﹤0.01%
70
290
$8.27K ﹤0.01%
281
-7
291
$8.24K ﹤0.01%
23
292
$8.24K ﹤0.01%
64
293
$7.99K ﹤0.01%
1,073
+18
294
$7.74K ﹤0.01%
170
295
$7.71K ﹤0.01%
63
296
$7.69K ﹤0.01%
100
297
$7.67K ﹤0.01%
30
298
$7.37K ﹤0.01%
142
299
$7.36K ﹤0.01%
5
300
$7.36K ﹤0.01%
140
10 11
12
13 14