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
$209M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$115K
2
+$111K
3
+$102K
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$84K
5
SHEL icon
Shell
SHEL
+$71K

Top Sells

1
+$1.52M
2
+$1.35M
3
+$1.31M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
MOG.A icon
Moog Inc Class A
MOG.A
+$1.04M

Sector Composition

1 Technology 30.4%
2 Communication Services 11.43%
3 Consumer Discretionary 11.2%
4 Healthcare 10.35%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4K ﹤0.01%
124
377
$4K ﹤0.01%
45
378
$3K ﹤0.01%
10
379
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153
380
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200
381
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75
-178
382
$3K ﹤0.01%
50
383
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13
384
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385
$2K ﹤0.01%
51
386
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32
-18
387
$2K ﹤0.01%
15
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389
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10
+5
390
$2K ﹤0.01%
150
391
$2K ﹤0.01%
12
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10
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5
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28
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$1K ﹤0.01%
16
399
$1K ﹤0.01%
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400
$1K ﹤0.01%
11
14 15
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17 18