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
$179M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$519K
3
+$331K
4
MSFT icon
Microsoft
MSFT
+$112K
5
AMD icon
Advanced Micro Devices
AMD
+$98K

Top Sells

1
+$1.09M
2
+$126K
3
+$113K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.3K
5
XOM icon
Exxon Mobil
XOM
+$96.8K

Sector Composition

1 Technology 32.96%
2 Healthcare 11.88%
3 Consumer Staples 9.44%
4 Consumer Discretionary 9.08%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.71K ﹤0.01%
150
377
$3.63K ﹤0.01%
329
378
$3.51K ﹤0.01%
45
379
$3.26K ﹤0.01%
110
380
$3.19K ﹤0.01%
200
381
$3.1K ﹤0.01%
56
-599
382
$3.08K ﹤0.01%
276
383
$3.06K ﹤0.01%
134
384
$2.75K ﹤0.01%
51
385
$2.74K ﹤0.01%
21
386
$2.59K ﹤0.01%
68
387
$2.5K ﹤0.01%
15
388
$2.47K ﹤0.01%
265
389
$2.38K ﹤0.01%
10
390
$2.29K ﹤0.01%
12
391
$2.26K ﹤0.01%
50
392
$2.21K ﹤0.01%
50
393
$2.11K ﹤0.01%
10
394
$1.92K ﹤0.01%
14
+1
395
$1.78K ﹤0.01%
26
396
$1.65K ﹤0.01%
112
+108
397
$1.64K ﹤0.01%
174
398
$1.61K ﹤0.01%
51
399
$1.53K ﹤0.01%
93
400
$1.48K ﹤0.01%
24
14 15
16
17 18