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
$191M
AUM Growth
-$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$97.3K
3
+$69.9K
4
KO icon
Coca-Cola
KO
+$49K
5
PFE icon
Pfizer
PFE
+$43.5K

Top Sells

1
+$3.42M
2
+$272K
3
+$250K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
MSFT icon
Microsoft
MSFT
+$108K

Sector Composition

1 Technology 34.2%
2 Healthcare 11.35%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4.45K ﹤0.01%
181
352
$4.39K ﹤0.01%
43
353
$4.34K ﹤0.01%
75
-75
354
$4.32K ﹤0.01%
100
355
$4.17K ﹤0.01%
14
356
$4.17K ﹤0.01%
35
357
$4.15K ﹤0.01%
16
358
$4.09K ﹤0.01%
329
359
$4.08K ﹤0.01%
+73
360
$4.04K ﹤0.01%
270
361
$4K ﹤0.01%
40
362
$3.97K ﹤0.01%
41
363
$3.67K ﹤0.01%
338
364
$3.64K ﹤0.01%
276
365
$3.62K ﹤0.01%
45
366
$3.55K ﹤0.01%
591
367
$3.54K ﹤0.01%
169
368
$3.47K ﹤0.01%
200
369
$3.32K ﹤0.01%
56
370
$3.07K ﹤0.01%
25
371
$3.01K ﹤0.01%
621
372
$2.96K ﹤0.01%
15
373
$2.87K ﹤0.01%
315
374
$2.83K ﹤0.01%
68
375
$2.78K ﹤0.01%
51
13 14
15
16 17