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
$269M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$507K
3 +$251K
4
TSLA icon
Tesla
TSLA
+$201K
5
CRWD icon
CrowdStrike
CRWD
+$192K

Top Sells

1 +$1.65M
2 +$698K
3 +$606K
4
AAPL icon
Apple
AAPL
+$409K
5
ARM icon
Arm
ARM
+$250K

Sector Composition

1 Technology 38.94%
2 Healthcare 9.5%
3 Consumer Discretionary 9.29%
4 Consumer Staples 8.18%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$7.13K ﹤0.01%
215
302
$7.03K ﹤0.01%
263
303
$6.82K ﹤0.01%
34
304
$6.79K ﹤0.01%
49
305
$6.74K ﹤0.01%
86
306
$6.66K ﹤0.01%
212
307
$6.61K ﹤0.01%
101
308
$6.6K ﹤0.01%
22
309
$6.49K ﹤0.01%
+143
310
$6.48K ﹤0.01%
609
+13
311
$6.47K ﹤0.01%
83
312
$6.45K ﹤0.01%
50
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$6.41K ﹤0.01%
85
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$6.31K ﹤0.01%
125
315
$6.28K ﹤0.01%
23
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$6.27K ﹤0.01%
186
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$6.24K ﹤0.01%
35
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$6.05K ﹤0.01%
30
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$5.72K ﹤0.01%
200
320
$5.71K ﹤0.01%
274
321
$5.64K ﹤0.01%
30
322
$5.62K ﹤0.01%
106
323
$5.62K ﹤0.01%
130
324
$5.6K ﹤0.01%
98
325
$5.59K ﹤0.01%
135