WBC

West Branch Capital Portfolio holdings

AUM $381M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$183K
2
+$98.5K
3
+$88K
4
LLY icon
Eli Lilly
LLY
+$87.2K
5
META icon
Meta Platforms (Facebook)
META
+$84.4K

Top Sells

1
+$673K
2
+$196K
3
+$127K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$95.7K
5
AXP icon
American Express
AXP
+$87.1K

Sector Composition

1 Technology 36.43%
2 Healthcare 10.65%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.19K ﹤0.01%
129
402
$1.15K ﹤0.01%
5
403
$1.05K ﹤0.01%
11
404
$968 ﹤0.01%
28
405
$931 ﹤0.01%
11
406
$886 ﹤0.01%
100
407
$829 ﹤0.01%
50
408
$764 ﹤0.01%
24
409
$692 ﹤0.01%
10
410
$637 ﹤0.01%
10
411
$599 ﹤0.01%
38
412
$589 ﹤0.01%
4
413
$584 ﹤0.01%
5
414
$545 ﹤0.01%
100
415
$536 ﹤0.01%
30
416
$524 ﹤0.01%
3
417
$524 ﹤0.01%
21
418
$518 ﹤0.01%
12
419
$476 ﹤0.01%
10
420
$411 ﹤0.01%
26
421
$385 ﹤0.01%
100
422
$374 ﹤0.01%
21
423
$347 ﹤0.01%
14
424
$340 ﹤0.01%
5
425
$321 ﹤0.01%
4
15 16
17
18 19