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
$162M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$148K
2
+$126K
3
+$69.4K
4
AMD icon
Advanced Micro Devices
AMD
+$64.8K
5
PXD
Pioneer Natural Resource Co.
PXD
+$55.3K

Top Sells

1
+$2.29M
2
+$1.45M
3
+$1.22M
4
NFLX icon
Netflix
NFLX
+$1.07M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 26.67%
2 Healthcare 14.19%
3 Consumer Staples 10.48%
4 Consumer Discretionary 9.33%
5 Financials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.2K ﹤0.01%
338
-4,155
377
$3.19K ﹤0.01%
200
378
$2.99K ﹤0.01%
134
379
$2.87K ﹤0.01%
25
380
$2.85K ﹤0.01%
265
381
$2.74K ﹤0.01%
21
-7,935
382
$2.56K ﹤0.01%
68
383
$2.56K ﹤0.01%
50
384
$2.53K ﹤0.01%
122
385
$2.48K ﹤0.01%
10
386
$2.24K ﹤0.01%
15
387
$2.19K ﹤0.01%
12
388
$2.13K ﹤0.01%
174
389
$2.04K ﹤0.01%
10
390
$2.03K ﹤0.01%
50
391
$1.98K ﹤0.01%
51
392
$1.98K ﹤0.01%
212
393
$1.96K ﹤0.01%
50
394
$1.78K ﹤0.01%
21
395
$1.78K ﹤0.01%
26
-8,614
396
$1.47K ﹤0.01%
20
397
$1.45K ﹤0.01%
93
398
$1.43K ﹤0.01%
13
-979
399
$1.37K ﹤0.01%
13
400
$1.36K ﹤0.01%
4
14 15
16
17 18