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
$179M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$519K
3
+$331K
4
MSFT icon
Microsoft
MSFT
+$112K
5
AMD icon
Advanced Micro Devices
AMD
+$98K

Top Sells

1
+$1.09M
2
+$126K
3
+$113K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.3K
5
XOM icon
Exxon Mobil
XOM
+$96.8K

Sector Composition

1 Technology 32.96%
2 Healthcare 11.88%
3 Consumer Staples 9.44%
4 Consumer Discretionary 9.08%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$6.39K ﹤0.01%
5
327
$6.33K ﹤0.01%
100
328
$6.32K ﹤0.01%
141
329
$6.32K ﹤0.01%
300
330
$6.25K ﹤0.01%
124
331
$6.21K ﹤0.01%
78
-152
332
$5.97K ﹤0.01%
130
333
$5.93K ﹤0.01%
547
+11
334
$5.9K ﹤0.01%
190
335
$5.81K ﹤0.01%
106
-111
336
$5.77K ﹤0.01%
35
337
$5.74K ﹤0.01%
215
338
$5.74K ﹤0.01%
35
339
$5.73K ﹤0.01%
151
340
$5.72K ﹤0.01%
212
341
$5.66K ﹤0.01%
75
342
$5.63K ﹤0.01%
600
343
$5.58K ﹤0.01%
288
344
$5.57K ﹤0.01%
13
345
$5.48K ﹤0.01%
111
346
$5.45K ﹤0.01%
50
+1
347
$5.37K ﹤0.01%
558
-22
348
$5.35K ﹤0.01%
100
349
$5.18K ﹤0.01%
27
350
$5.1K ﹤0.01%
338
12 13
14
15 16