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
$162M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$148K
2
+$126K
3
+$69.4K
4
AMD icon
Advanced Micro Devices
AMD
+$64.8K
5
PXD
Pioneer Natural Resource Co.
PXD
+$55.3K

Top Sells

1
+$2.29M
2
+$1.45M
3
+$1.22M
4
NFLX icon
Netflix
NFLX
+$1.07M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 26.67%
2 Healthcare 14.19%
3 Consumer Staples 10.48%
4 Consumer Discretionary 9.33%
5 Financials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8.45K 0.01%
505
+4
302
$8.01K ﹤0.01%
170
303
$7.91K ﹤0.01%
39
304
$7.74K ﹤0.01%
115
305
$7.73K ﹤0.01%
100
306
$7.65K ﹤0.01%
170
307
$7.34K ﹤0.01%
44
308
$7.3K ﹤0.01%
75
309
$7.29K ﹤0.01%
140
310
$7.2K ﹤0.01%
+500
311
$7.15K ﹤0.01%
49
312
$7.04K ﹤0.01%
146
313
$6.93K ﹤0.01%
40
-30
314
$6.72K ﹤0.01%
150
315
$6.66K ﹤0.01%
206
316
$6.59K ﹤0.01%
142
317
$6.59K ﹤0.01%
5
318
$6.46K ﹤0.01%
580
-27
319
$6.43K ﹤0.01%
260
+4
320
$6.34K ﹤0.01%
100
321
$6.2K ﹤0.01%
141
322
$6.17K ﹤0.01%
70
-5
323
$6.15K ﹤0.01%
40
324
$6.12K ﹤0.01%
124
325
$5.9K ﹤0.01%
62
11 12
13
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