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
326
$5.63K ﹤0.01%
11
327
$5.5K ﹤0.01%
558
328
$5.47K ﹤0.01%
106
329
$5.45K ﹤0.01%
50
330
$5.4K ﹤0.01%
124
331
$5.38K ﹤0.01%
141
332
$5.33K ﹤0.01%
274
333
$5.28K ﹤0.01%
39
334
$5.2K ﹤0.01%
300
335
$5.08K ﹤0.01%
125
336
$5.06K ﹤0.01%
79
+1
337
$5.05K ﹤0.01%
215
338
$4.99K ﹤0.01%
100
339
$4.97K ﹤0.01%
111
340
$4.96K ﹤0.01%
+2,457
341
$4.95K ﹤0.01%
98
342
$4.88K ﹤0.01%
24
343
$4.8K ﹤0.01%
186
344
$4.79K ﹤0.01%
170
345
$4.79K ﹤0.01%
30
346
$4.76K ﹤0.01%
49
347
$4.66K ﹤0.01%
23
348
$4.6K ﹤0.01%
40
349
$4.55K ﹤0.01%
146
350
$4.47K ﹤0.01%
+65