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
$179M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$519K
3 +$331K
4
MSFT icon
Microsoft
MSFT
+$112K
5
AMD icon
Advanced Micro Devices
AMD
+$98K

Top Sells

1 +$1.09M
2 +$126K
3 +$113K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.3K
5
XOM icon
Exxon Mobil
XOM
+$96.8K

Sector Composition

1 Technology 32.96%
2 Healthcare 11.88%
3 Consumer Staples 9.44%
4 Consumer Discretionary 9.08%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$5.09K ﹤0.01%
+286
352
$5.02K ﹤0.01%
40
-151
353
$5.01K ﹤0.01%
274
354
$4.96K ﹤0.01%
186
355
$4.95K ﹤0.01%
40
356
$4.93K ﹤0.01%
125
357
$4.88K ﹤0.01%
170
358
$4.88K ﹤0.01%
181
359
$4.87K ﹤0.01%
16
360
$4.86K ﹤0.01%
94
361
$4.75K ﹤0.01%
+101
362
$4.71K ﹤0.01%
43
363
$4.71K ﹤0.01%
49
364
$4.66K ﹤0.01%
14
365
$4.62K ﹤0.01%
17
366
$4.45K ﹤0.01%
423
367
$4.41K ﹤0.01%
24
368
$4.38K ﹤0.01%
61
369
$4.11K ﹤0.01%
+218
370
$4.07K ﹤0.01%
41
371
$3.98K ﹤0.01%
+169
372
$3.94K ﹤0.01%
25
373
$3.92K ﹤0.01%
+315
374
$3.84K ﹤0.01%
270
375
$3.77K ﹤0.01%
591