WBC
West Branch Capital Portfolio holdings
AUM
$338M
1-Year Return
20.68%
This Quarter Return
+14.12%
1 Year Return
+20.68%
3 Year Return
+125.98%
5 Year Return
+196.97%
10 Year Return
–
AUM
$338M
AUM Growth
+$38.4M
(+13%)
Cap. Flow
+$6.67M
Cap. Flow
% of AUM
1.97%
Top 10 Holdings %
Top 10 Hldgs %
54.99%
Holding
541
New
11
Increased
77
Reduced
111
Closed
68
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$2.36M |
| 2 |
Eli Lilly
LLY
|
+$1.95M |
| 3 |
Johnson & Johnson
JNJ
|
+$1.09M |
| 4 |
Boeing
BA
|
+$629K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$606K |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$829K |
| 2 |
Apple
AAPL
|
+$466K |
| 3 |
Union Pacific
UNP
|
+$437K |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$434K |
| 5 |
Corning
GLW
|
+$318K |
Sector Composition
| 1 | Technology | 36.13% |
| 2 | Financials | 10.68% |
| 3 | Consumer Discretionary | 10.04% |
| 4 | Communication Services | 9.15% |
| 5 | Healthcare | 8.33% |
