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
$200M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$183K
2
+$98.5K
3
+$88K
4
LLY icon
Eli Lilly
LLY
+$87.2K
5
META icon
Meta Platforms (Facebook)
META
+$84.4K

Top Sells

1
+$673K
2
+$196K
3
+$127K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$95.7K
5
AXP icon
American Express
AXP
+$87.1K

Sector Composition

1 Technology 36.43%
2 Healthcare 10.65%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8.18K ﹤0.01%
63
302
$7.72K ﹤0.01%
116
303
$7.65K ﹤0.01%
288
304
$7.57K ﹤0.01%
500
305
$7.39K ﹤0.01%
206
306
$7.37K ﹤0.01%
170
307
$7.29K ﹤0.01%
142
308
$7.17K ﹤0.01%
105
+1
309
$7.09K ﹤0.01%
75
310
$7.08K ﹤0.01%
40
311
$7.07K ﹤0.01%
49
312
$6.92K ﹤0.01%
13
313
$6.92K ﹤0.01%
5
314
$6.74K ﹤0.01%
30
315
$6.74K ﹤0.01%
83
-6
316
$6.72K ﹤0.01%
260
317
$6.64K ﹤0.01%
190
318
$6.62K ﹤0.01%
142
319
$6.49K ﹤0.01%
300
320
$6.43K ﹤0.01%
141
321
$6.32K ﹤0.01%
600
322
$6.31K ﹤0.01%
78
323
$6.29K ﹤0.01%
35
324
$6.25K ﹤0.01%
212
325
$6.25K ﹤0.01%
124
11 12
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