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
$191M
AUM Growth
-$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$97.3K
3
+$69.9K
4
KO icon
Coca-Cola
KO
+$49K
5
PFE icon
Pfizer
PFE
+$43.5K

Top Sells

1
+$3.42M
2
+$272K
3
+$250K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
MSFT icon
Microsoft
MSFT
+$108K

Sector Composition

1 Technology 34.2%
2 Healthcare 11.35%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7.26K ﹤0.01%
34
302
$7.21K ﹤0.01%
170
303
$7.17K ﹤0.01%
105
304
$7.11K ﹤0.01%
206
305
$7.09K ﹤0.01%
78
306
$7.04K ﹤0.01%
44
307
$7.04K ﹤0.01%
260
308
$6.92K ﹤0.01%
35
309
$6.86K ﹤0.01%
500
310
$6.85K ﹤0.01%
49
311
$6.79K ﹤0.01%
359
312
$6.59K ﹤0.01%
142
313
$6.51K ﹤0.01%
75
314
$6.48K ﹤0.01%
40
315
$6.45K ﹤0.01%
190
316
$6.44K ﹤0.01%
600
317
$6.4K ﹤0.01%
13
318
$6.38K ﹤0.01%
27
319
$6.07K ﹤0.01%
70
320
$5.95K ﹤0.01%
130
321
$5.94K ﹤0.01%
260
322
$5.85K ﹤0.01%
151
323
$5.79K ﹤0.01%
212
324
$5.67K ﹤0.01%
571
+12
325
$5.65K ﹤0.01%
83
11 12
13
14 15