WBC
West Branch Capital Portfolio holdings
AUM
$338M
1-Year Return
20.68%
This Quarter Return
+8.92%
1 Year Return
+20.68%
3 Year Return
+125.98%
5 Year Return
+196.97%
10 Year Return
–
AUM
$162M
AUM Growth
+$1M
(+0.62%)
Cap. Flow
-$8.82M
Cap. Flow
% of AUM
-5.45%
Top 10 Holdings %
Top 10 Hldgs %
48.7%
Holding
486
New
15
Increased
72
Reduced
65
Closed
34
Top Buys
| 1 |
American Express
AXP
|
$148K |
| 2 |
Occidental Petroleum
OXY
|
$126K |
| 3 |
SPDR Gold Trust
GLD
|
$69.4K |
| 4 |
Advanced Micro Devices
AMD
|
$64.8K |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
$55.3K |
Top Sells
| 1 |
Verizon
VZ
|
$2.29M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.45M |
| 3 |
Intel
INTC
|
$1.22M |
| 4 |
Netflix
NFLX
|
$1.07M |
| 5 |
Salesforce
CRM
|
$1.04M |
Sector Composition
| 1 | Technology | 26.67% |
| 2 | Healthcare | 14.19% |
| 3 | Consumer Staples | 10.48% |
| 4 | Consumer Discretionary | 9.33% |
| 5 | Financials | 8.92% |
