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
$179M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$519K
3 +$331K
4
MSFT icon
Microsoft
MSFT
+$112K
5
AMD icon
Advanced Micro Devices
AMD
+$98K

Top Sells

1 +$1.09M
2 +$126K
3 +$113K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.3K
5
XOM icon
Exxon Mobil
XOM
+$96.8K

Sector Composition

1 Technology 32.96%
2 Healthcare 11.88%
3 Consumer Staples 9.44%
4 Consumer Discretionary 9.08%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$1.45K ﹤0.01%
20
402
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13
403
$1.41K ﹤0.01%
150
404
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49
405
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11
406
$1.19K ﹤0.01%
129
407
$1.1K ﹤0.01%
11
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408
$1.08K ﹤0.01%
5
409
$878 ﹤0.01%
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410
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$854 ﹤0.01%
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$448 ﹤0.01%
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