WBC

West Branch Capital Portfolio holdings

AUM $373M
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$704K
3
+$653K
4
PLTR icon
Palantir
PLTR
+$364K
5
AMD icon
Advanced Micro Devices
AMD
+$357K

Top Sells

1
+$313K
2
+$311K
3
+$263K
4
ACN icon
Accenture
ACN
+$260K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$221K

Sector Composition

1 Technology 37.25%
2 Financials 10.35%
3 Communication Services 9.98%
4 Consumer Discretionary 9.73%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.9K ﹤0.01%
293
352
$2.89K ﹤0.01%
100
353
$2.8K ﹤0.01%
6
354
$2.77K ﹤0.01%
9
355
$2.74K ﹤0.01%
621
356
$2.54K ﹤0.01%
21
+1
357
$2.46K ﹤0.01%
329
358
$2.35K ﹤0.01%
150
359
$2.33K ﹤0.01%
20
360
$2.21K ﹤0.01%
276
361
$2.12K ﹤0.01%
8
-5
362
$1.54K ﹤0.01%
100
363
$1.48K ﹤0.01%
539
+25
364
$1.45K ﹤0.01%
33
365
$1.44K ﹤0.01%
17
-63
366
$1.44K ﹤0.01%
318
367
$1.44K ﹤0.01%
+7
368
$1.34K ﹤0.01%
10
369
$1.32K ﹤0.01%
51
370
$1.26K ﹤0.01%
132
371
$1.25K ﹤0.01%
27
372
$1.25K ﹤0.01%
23
373
$1.23K ﹤0.01%
6
374
$1.19K ﹤0.01%
+4
375
$1.16K ﹤0.01%
10
13 14
15
16 17