WBC

West Branch Capital Portfolio holdings

AUM $373M
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$704K
3
+$653K
4
PLTR icon
Palantir
PLTR
+$364K
5
AMD icon
Advanced Micro Devices
AMD
+$357K

Top Sells

1
+$313K
2
+$311K
3
+$263K
4
ACN icon
Accenture
ACN
+$260K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$221K

Sector Composition

1 Technology 37.25%
2 Financials 10.35%
3 Communication Services 9.98%
4 Consumer Discretionary 9.73%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10.3K ﹤0.01%
363
277
$10.1K ﹤0.01%
145
+97
278
$10K ﹤0.01%
72
279
$9.93K ﹤0.01%
39
280
$9.9K ﹤0.01%
110
281
$9.83K ﹤0.01%
503
282
$9.77K ﹤0.01%
115
283
$9.76K ﹤0.01%
103
+1
284
$9.65K ﹤0.01%
88
285
$9.64K ﹤0.01%
166
286
$9.64K ﹤0.01%
500
287
$9.57K ﹤0.01%
31
288
$9.51K ﹤0.01%
51
289
$9.35K ﹤0.01%
287
290
$9.32K ﹤0.01%
19
+4
291
$9.3K ﹤0.01%
30
-23
292
$9.03K ﹤0.01%
70
293
$8.82K ﹤0.01%
58
294
$8.54K ﹤0.01%
105
+1
295
$8.34K ﹤0.01%
111
296
$8.22K ﹤0.01%
1,661
297
$8.02K ﹤0.01%
28
298
$7.97K ﹤0.01%
255
299
$7.95K ﹤0.01%
125
300
$7.74K ﹤0.01%
93
10 11
12
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