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
$209M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$115K
2
+$111K
3
+$102K
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$84K
5
SHEL icon
Shell
SHEL
+$71K

Top Sells

1
+$1.52M
2
+$1.35M
3
+$1.31M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
MOG.A icon
Moog Inc Class A
MOG.A
+$1.04M

Sector Composition

1 Technology 30.4%
2 Communication Services 11.43%
3 Consumer Discretionary 11.2%
4 Healthcare 10.35%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5K ﹤0.01%
174
352
$5K ﹤0.01%
76
+1
353
$5K ﹤0.01%
+329
354
$5K ﹤0.01%
423
355
$5K ﹤0.01%
43
356
$5K ﹤0.01%
125
357
$5K ﹤0.01%
+33
358
$5K ﹤0.01%
270
359
$5K ﹤0.01%
110
360
$5K ﹤0.01%
40
361
$5K ﹤0.01%
17
362
$5K ﹤0.01%
24
363
$5K ﹤0.01%
276
364
$5K ﹤0.01%
81
365
$5K ﹤0.01%
181
-333
366
$4K ﹤0.01%
31
367
$4K ﹤0.01%
14
368
$4K ﹤0.01%
265
369
$4K ﹤0.01%
51
+1
370
$4K ﹤0.01%
68
371
$4K ﹤0.01%
600
372
$4K ﹤0.01%
75
373
$4K ﹤0.01%
41
374
$4K ﹤0.01%
100
375
$4K ﹤0.01%
49
-32
13 14
15
16 17