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
$191M
AUM Growth
-$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$97.3K
3
+$69.9K
4
KO icon
Coca-Cola
KO
+$49K
5
PFE icon
Pfizer
PFE
+$43.5K

Top Sells

1
+$3.42M
2
+$272K
3
+$250K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
MSFT icon
Microsoft
MSFT
+$108K

Sector Composition

1 Technology 34.2%
2 Healthcare 11.35%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.69K ﹤0.01%
265
377
$2.63K ﹤0.01%
134
378
$2.47K ﹤0.01%
17
379
$2.46K ﹤0.01%
150
380
$2.45K ﹤0.01%
50
381
$2.41K ﹤0.01%
105
-5
382
$2.35K ﹤0.01%
10
383
$2.34K ﹤0.01%
12
384
$2.31K ﹤0.01%
100
385
$2.27K ﹤0.01%
50
386
$2.08K ﹤0.01%
10
387
$2.01K ﹤0.01%
12
388
$1.96K ﹤0.01%
174
389
$1.82K ﹤0.01%
20
390
$1.78K ﹤0.01%
26
391
$1.63K ﹤0.01%
+6
392
$1.62K ﹤0.01%
+1,329
393
$1.51K ﹤0.01%
24
394
$1.44K ﹤0.01%
93
395
$1.43K ﹤0.01%
13
396
$1.42K ﹤0.01%
150
397
$1.11K ﹤0.01%
51
398
$1.07K ﹤0.01%
5
399
$975 ﹤0.01%
11
400
$911 ﹤0.01%
49
14 15
16
17 18