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
$300M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$871K
3
+$581K
4
GE icon
GE Aerospace
GE
+$549K
5
IBM icon
IBM
IBM
+$527K

Top Sells

1
+$2.81M
2
+$1.62M
3
+$397K
4
CRWD icon
CrowdStrike
CRWD
+$353K
5
LMT icon
Lockheed Martin
LMT
+$336K

Sector Composition

1 Technology 33.45%
2 Financials 10.4%
3 Consumer Discretionary 9.86%
4 Healthcare 9.8%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8.33K ﹤0.01%
28
302
$8.22K ﹤0.01%
212
303
$8.2K ﹤0.01%
+700
304
$8.14K ﹤0.01%
31
305
$8.13K ﹤0.01%
600
306
$7.92K ﹤0.01%
100
307
$7.89K ﹤0.01%
103
+1
308
$7.85K ﹤0.01%
110
+108
309
$7.53K ﹤0.01%
150
+125
310
$7.51K ﹤0.01%
111
311
$7.46K ﹤0.01%
+93
312
$7.44K ﹤0.01%
+30
313
$7.44K ﹤0.01%
206
314
$7.37K ﹤0.01%
66
315
$7.36K ﹤0.01%
34
316
$7.33K ﹤0.01%
133
317
$7.28K ﹤0.01%
239
318
$7.16K ﹤0.01%
500
-1,000
319
$7.07K ﹤0.01%
125
320
$7.02K ﹤0.01%
647
+14
321
$6.78K ﹤0.01%
84
322
$6.73K ﹤0.01%
19
+18
323
$6.64K ﹤0.01%
+146
324
$6.64K ﹤0.01%
+88
325
$6.51K ﹤0.01%
102
11 12
13
14 15