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
$269M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$507K
3 +$251K
4
TSLA icon
Tesla
TSLA
+$201K
5
CRWD icon
CrowdStrike
CRWD
+$192K

Top Sells

1 +$1.65M
2 +$698K
3 +$606K
4
AAPL icon
Apple
AAPL
+$409K
5
ARM icon
Arm
ARM
+$250K

Sector Composition

1 Technology 38.94%
2 Healthcare 9.5%
3 Consumer Discretionary 9.29%
4 Consumer Staples 8.18%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$9.56K ﹤0.01%
170
277
$9.37K ﹤0.01%
106
278
$9.36K ﹤0.01%
39
279
$9.33K ﹤0.01%
64
280
$9.22K ﹤0.01%
533
281
$9.22K ﹤0.01%
30
282
$9.12K ﹤0.01%
115
283
$8.95K ﹤0.01%
40
284
$8.77K ﹤0.01%
140
285
$8.72K ﹤0.01%
1,000
286
$8.69K ﹤0.01%
190
287
$8.42K ﹤0.01%
70
288
$8.17K ﹤0.01%
75
289
$8.12K ﹤0.01%
76
290
$7.95K ﹤0.01%
170
291
$7.86K ﹤0.01%
600
292
$7.72K ﹤0.01%
+342
293
$7.7K ﹤0.01%
142
294
$7.67K ﹤0.01%
13
295
$7.63K ﹤0.01%
500
296
$7.47K ﹤0.01%
44
297
$7.43K ﹤0.01%
206
298
$7.41K ﹤0.01%
100
299
$7.28K ﹤0.01%
27
300
$7.16K ﹤0.01%
65