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
326
$5.57K ﹤0.01%
49
327
$5.54K ﹤0.01%
111
328
$5.45K ﹤0.01%
200
329
$5.23K ﹤0.01%
511
330
$5.13K ﹤0.01%
81
+1
331
$5.1K ﹤0.01%
300
332
$5.09K ﹤0.01%
40
333
$5.04K ﹤0.01%
70
334
$4.92K ﹤0.01%
+276
335
$4.91K ﹤0.01%
61
336
$4.81K ﹤0.01%
50
337
$4.68K ﹤0.01%
1,000
338
$4.68K ﹤0.01%
40
339
$4.67K ﹤0.01%
20
340
$4.62K ﹤0.01%
73
341
$4.55K ﹤0.01%
+104
342
$4.54K ﹤0.01%
124
343
$4.5K ﹤0.01%
45
344
$4.49K ﹤0.01%
56
345
$4.39K ﹤0.01%
24
346
$4.29K ﹤0.01%
318
347
$4.23K ﹤0.01%
200
348
$4.16K ﹤0.01%
35
349
$4.15K ﹤0.01%
+31
350
$4.13K ﹤0.01%
2,457