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
$200M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$183K
2
+$98.5K
3
+$88K
4
LLY icon
Eli Lilly
LLY
+$87.2K
5
META icon
Meta Platforms (Facebook)
META
+$84.4K

Top Sells

1
+$673K
2
+$196K
3
+$127K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$95.7K
5
AXP icon
American Express
AXP
+$87.1K

Sector Composition

1 Technology 36.43%
2 Healthcare 10.65%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4.9K ﹤0.01%
40
352
$4.83K ﹤0.01%
181
353
$4.75K ﹤0.01%
24
354
$4.69K ﹤0.01%
+28
355
$4.65K ﹤0.01%
43
356
$4.62K ﹤0.01%
14
357
$4.54K ﹤0.01%
40
358
$4.5K ﹤0.01%
+166
359
$4.5K ﹤0.01%
329
360
$4.36K ﹤0.01%
146
361
$4.29K ﹤0.01%
+23
362
$4.24K ﹤0.01%
338
363
$4K ﹤0.01%
41
364
$3.96K ﹤0.01%
170
365
$3.9K ﹤0.01%
169
366
$3.83K ﹤0.01%
315
367
$3.81K ﹤0.01%
150
368
$3.71K ﹤0.01%
591
369
$3.69K ﹤0.01%
25
370
$3.67K ﹤0.01%
270
371
$3.66K ﹤0.01%
+34
372
$3.66K ﹤0.01%
45
373
$3.63K ﹤0.01%
101
374
$3.42K ﹤0.01%
56
375
$3.36K ﹤0.01%
200
13 14
15
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