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
$269M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$507K
3 +$251K
4
TSLA icon
Tesla
TSLA
+$201K
5
CRWD icon
CrowdStrike
CRWD
+$192K

Top Sells

1 +$1.65M
2 +$698K
3 +$606K
4
AAPL icon
Apple
AAPL
+$409K
5
ARM icon
Arm
ARM
+$250K

Sector Composition

1 Technology 38.94%
2 Healthcare 9.5%
3 Consumer Discretionary 9.29%
4 Consumer Staples 8.18%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$4.01K ﹤0.01%
51
352
$3.93K ﹤0.01%
100
353
$3.89K ﹤0.01%
169
354
$3.8K ﹤0.01%
180
355
$3.73K ﹤0.01%
329
356
$3.65K ﹤0.01%
15
357
$3.37K ﹤0.01%
276
358
$3.16K ﹤0.01%
170
359
$3.15K ﹤0.01%
315
360
$3.12K ﹤0.01%
293
361
$3.06K ﹤0.01%
621
362
$3.04K ﹤0.01%
128
363
$2.91K ﹤0.01%
9
364
$2.87K ﹤0.01%
+35
365
$2.87K ﹤0.01%
174
-100
366
$2.85K ﹤0.01%
68
367
$2.82K ﹤0.01%
12
368
$2.7K ﹤0.01%
50
369
$2.66K ﹤0.01%
10
370
$2.6K ﹤0.01%
265
371
$2.59K ﹤0.01%
20
372
$2.57K ﹤0.01%
134
373
$2.52K ﹤0.01%
93
374
$2.51K ﹤0.01%
174
375
$2.47K ﹤0.01%
94