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
$179M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$519K
3 +$331K
4
MSFT icon
Microsoft
MSFT
+$112K
5
AMD icon
Advanced Micro Devices
AMD
+$98K

Top Sells

1 +$1.09M
2 +$126K
3 +$113K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.3K
5
XOM icon
Exxon Mobil
XOM
+$96.8K

Sector Composition

1 Technology 32.96%
2 Healthcare 11.88%
3 Consumer Staples 9.44%
4 Consumer Discretionary 9.08%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$8.54K ﹤0.01%
117
302
$8.46K ﹤0.01%
260
303
$8.42K ﹤0.01%
170
304
$8.4K ﹤0.01%
115
305
$8.29K ﹤0.01%
64
306
$8.2K ﹤0.01%
142
307
$8.15K ﹤0.01%
150
308
$7.91K ﹤0.01%
140
309
$7.88K ﹤0.01%
39
310
$7.54K ﹤0.01%
500
311
$7.34K ﹤0.01%
260
312
$7.3K ﹤0.01%
+89
313
$7.28K ﹤0.01%
+75
314
$7.15K ﹤0.01%
70
315
$7.13K ﹤0.01%
63
+1
316
$6.97K ﹤0.01%
206
317
$6.88K ﹤0.01%
100
318
$6.85K ﹤0.01%
116
319
$6.84K ﹤0.01%
40
320
$6.81K ﹤0.01%
49
321
$6.7K ﹤0.01%
142
322
$6.69K ﹤0.01%
106
323
$6.68K ﹤0.01%
104
324
$6.66K ﹤0.01%
78
-29
325
$6.6K ﹤0.01%
270
+42