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
$162M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$148K
2
+$126K
3
+$69.4K
4
AMD icon
Advanced Micro Devices
AMD
+$64.8K
5
PXD
Pioneer Natural Resource Co.
PXD
+$55.3K

Top Sells

1
+$2.29M
2
+$1.45M
3
+$1.22M
4
NFLX icon
Netflix
NFLX
+$1.07M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 26.67%
2 Healthcare 14.19%
3 Consumer Staples 10.48%
4 Consumer Discretionary 9.33%
5 Financials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4.65K ﹤0.01%
17
352
$4.62K ﹤0.01%
125
353
$4.62K ﹤0.01%
170
354
$4.55K ﹤0.01%
+49
355
$4.55K ﹤0.01%
163
-200
356
$4.53K ﹤0.01%
43
357
$4.52K ﹤0.01%
150
358
$4.42K ﹤0.01%
130
359
$4.38K ﹤0.01%
186
-59
360
$4.34K ﹤0.01%
1,215
361
$4.19K ﹤0.01%
146
-76
362
$4.12K ﹤0.01%
+871
363
$3.99K ﹤0.01%
270
364
$3.98K ﹤0.01%
41
365
$3.96K ﹤0.01%
25
366
$3.87K ﹤0.01%
24
367
$3.8K ﹤0.01%
276
368
$3.76K ﹤0.01%
13
369
$3.72K ﹤0.01%
45
370
$3.65K ﹤0.01%
591
371
$3.56K ﹤0.01%
100
372
$3.38K ﹤0.01%
14
373
$3.34K ﹤0.01%
329
374
$3.28K ﹤0.01%
288
375
$3.27K ﹤0.01%
110
13 14
15
16 17