WBC

West Branch Capital Portfolio holdings

AUM $373M
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$704K
3
+$653K
4
PLTR icon
Palantir
PLTR
+$364K
5
AMD icon
Advanced Micro Devices
AMD
+$357K

Top Sells

1
+$313K
2
+$311K
3
+$263K
4
ACN icon
Accenture
ACN
+$260K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$221K

Sector Composition

1 Technology 37.25%
2 Financials 10.35%
3 Communication Services 9.98%
4 Consumer Discretionary 9.73%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.05K ﹤0.01%
10
377
$1.05K ﹤0.01%
47
378
$1.05K ﹤0.01%
10
379
$988 ﹤0.01%
4
380
$963 ﹤0.01%
47
381
$956 ﹤0.01%
18
382
$942 ﹤0.01%
39
383
$939 ﹤0.01%
4
384
$882 ﹤0.01%
7
-6
385
$858 ﹤0.01%
100
386
$822 ﹤0.01%
4
387
$805 ﹤0.01%
214
388
$784 ﹤0.01%
2
389
$773 ﹤0.01%
1
390
$735 ﹤0.01%
17
391
$731 ﹤0.01%
11
392
$725 ﹤0.01%
15
393
$691 ﹤0.01%
2
394
$649 ﹤0.01%
3
395
$630 ﹤0.01%
50
396
$617 ﹤0.01%
28
397
$594 ﹤0.01%
104
398
$586 ﹤0.01%
6
-755
399
$569 ﹤0.01%
4
400
$536 ﹤0.01%
10
14 15
16
17 18