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
$200M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$183K
2
+$98.5K
3
+$88K
4
LLY icon
Eli Lilly
LLY
+$87.2K
5
META icon
Meta Platforms (Facebook)
META
+$84.4K

Top Sells

1
+$673K
2
+$196K
3
+$127K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$95.7K
5
AXP icon
American Express
AXP
+$87.1K

Sector Composition

1 Technology 36.43%
2 Healthcare 10.65%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.26K ﹤0.01%
134
377
$3.24K ﹤0.01%
276
378
$3.22K ﹤0.01%
286
379
$3.18K ﹤0.01%
68
380
$3.01K ﹤0.01%
51
381
$3K ﹤0.01%
265
382
$2.99K ﹤0.01%
17
383
$2.81K ﹤0.01%
50
384
$2.77K ﹤0.01%
15
385
$2.64K ﹤0.01%
110
386
$2.47K ﹤0.01%
12
387
$2.45K ﹤0.01%
10
388
$2.38K ﹤0.01%
+100
389
$2.37K ﹤0.01%
50
390
$2.2K ﹤0.01%
10
391
$1.97K ﹤0.01%
20
392
$1.78K ﹤0.01%
26
393
$1.76K ﹤0.01%
12
-2
394
$1.75K ﹤0.01%
174
395
$1.57K ﹤0.01%
24
396
$1.56K ﹤0.01%
150
397
$1.5K ﹤0.01%
51
398
$1.46K ﹤0.01%
93
399
$1.43K ﹤0.01%
13
400
$1.24K ﹤0.01%
49
14 15
16
17 18