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
326
$5.14K ﹤0.01%
+204
327
$5.09K ﹤0.01%
66
328
$4.98K ﹤0.01%
+94
329
$4.94K ﹤0.01%
+187
330
$4.92K ﹤0.01%
100
331
$4.91K ﹤0.01%
200
332
$4.86K ﹤0.01%
135
333
$4.78K ﹤0.01%
1,000
334
$4.63K ﹤0.01%
26
335
$4.59K ﹤0.01%
318
336
$4.5K ﹤0.01%
+858
337
$4.34K ﹤0.01%
46
338
$4.33K ﹤0.01%
78
339
$4.24K ﹤0.01%
116
340
$4.2K ﹤0.01%
35
341
$4.04K ﹤0.01%
564
342
$3.96K ﹤0.01%
+64
343
$3.94K ﹤0.01%
125
344
$3.82K ﹤0.01%
4
+3
345
$3.81K ﹤0.01%
94
346
$3.64K ﹤0.01%
2,457
347
$3.49K ﹤0.01%
215
-36
348
$3.1K ﹤0.01%
22
349
$2.98K ﹤0.01%
300
350
$2.94K ﹤0.01%
60
12 13
14
15 16