WBC

West Branch Capital Portfolio holdings

AUM $373M
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$704K
3
+$653K
4
PLTR icon
Palantir
PLTR
+$364K
5
AMD icon
Advanced Micro Devices
AMD
+$357K

Top Sells

1
+$313K
2
+$311K
3
+$263K
4
ACN icon
Accenture
ACN
+$260K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$221K

Sector Composition

1 Technology 37.25%
2 Financials 10.35%
3 Communication Services 9.98%
4 Consumer Discretionary 9.73%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7.67K ﹤0.01%
+100
302
$7.62K ﹤0.01%
600
303
$7.48K ﹤0.01%
111
304
$7.4K ﹤0.01%
66
305
$7.27K ﹤0.01%
206
306
$7.16K ﹤0.01%
146
307
$7.15K ﹤0.01%
24
308
$7.13K ﹤0.01%
68
309
$7.07K ﹤0.01%
500
310
$7.04K ﹤0.01%
28
311
$6.69K ﹤0.01%
185
312
$6.64K ﹤0.01%
64
313
$6.61K ﹤0.01%
26
-100
314
$6.32K ﹤0.01%
49
315
$6.3K ﹤0.01%
300
316
$6.2K ﹤0.01%
511
317
$6.17K ﹤0.01%
184
-1,061
318
$6.15K ﹤0.01%
51
319
$5.92K ﹤0.01%
34
320
$5.63K ﹤0.01%
50
321
$5.6K ﹤0.01%
40
322
$5.59K ﹤0.01%
274
323
$5.36K ﹤0.01%
30
324
$5.15K ﹤0.01%
50
325
$5.15K ﹤0.01%
24
11 12
13
14 15