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
$269M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$507K
3
+$251K
4
TSLA icon
Tesla
TSLA
+$201K
5
CRWD icon
CrowdStrike
CRWD
+$192K

Top Sells

1
+$1.65M
2
+$698K
3
+$606K
4
AAPL icon
Apple
AAPL
+$409K
5
ARM icon
Arm
ARM
+$250K

Sector Composition

1 Technology 38.94%
2 Healthcare 9.5%
3 Consumer Discretionary 9.29%
4 Consumer Staples 8.18%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.42K ﹤0.01%
10
377
$2.34K ﹤0.01%
6
378
$2.28K ﹤0.01%
114
379
$2.18K ﹤0.01%
591
380
$2.18K ﹤0.01%
10
381
$2.03K ﹤0.01%
105
382
$1.99K ﹤0.01%
24
383
$1.96K ﹤0.01%
150
384
$1.95K ﹤0.01%
45
385
$1.92K ﹤0.01%
150
386
$1.87K ﹤0.01%
100
387
$1.31K ﹤0.01%
+27
388
$1.26K ﹤0.01%
51
389
$1.25K ﹤0.01%
5
390
$1.12K ﹤0.01%
1,329
391
$1.08K ﹤0.01%
145
-193
392
$1.04K ﹤0.01%
24
393
$870 ﹤0.01%
10
+8
394
$869 ﹤0.01%
47
-817
395
$847 ﹤0.01%
11
396
$768 ﹤0.01%
104
397
$751 ﹤0.01%
3
398
$716 ﹤0.01%
47
-817
399
$667 ﹤0.01%
28
400
$654 ﹤0.01%
+18
14 15
16
17 18