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
$300M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$871K
3
+$581K
4
GE icon
GE Aerospace
GE
+$549K
5
IBM icon
IBM
IBM
+$527K

Top Sells

1
+$2.81M
2
+$1.62M
3
+$397K
4
CRWD icon
CrowdStrike
CRWD
+$353K
5
LMT icon
Lockheed Martin
LMT
+$336K

Sector Composition

1 Technology 33.45%
2 Financials 10.4%
3 Consumer Discretionary 9.86%
4 Healthcare 9.8%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10.6K ﹤0.01%
102
277
$10.6K ﹤0.01%
350
278
$10.5K ﹤0.01%
107
+36
279
$10.4K ﹤0.01%
363
+351
280
$10.3K ﹤0.01%
447
281
$10.2K ﹤0.01%
63
282
$10.1K ﹤0.01%
266
283
$9.97K ﹤0.01%
1,000
284
$9.82K ﹤0.01%
135
285
$9.79K ﹤0.01%
503
286
$9.69K ﹤0.01%
133
+126
287
$9.6K ﹤0.01%
115
288
$9.35K ﹤0.01%
+103
289
$9.34K ﹤0.01%
500
290
$9.3K ﹤0.01%
280
291
$9.29K ﹤0.01%
39
292
$9.06K ﹤0.01%
101
+1
293
$9.01K ﹤0.01%
70
294
$8.89K ﹤0.01%
73
-27
295
$8.85K ﹤0.01%
166
-200
296
$8.79K ﹤0.01%
49
297
$8.74K ﹤0.01%
190
298
$8.71K ﹤0.01%
255
299
$8.59K ﹤0.01%
107
300
$8.43K ﹤0.01%
+60
10 11
12
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