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
$191M
AUM Growth
-$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$97.3K
3
+$69.9K
4
KO icon
Coca-Cola
KO
+$49K
5
PFE icon
Pfizer
PFE
+$43.5K

Top Sells

1
+$3.42M
2
+$272K
3
+$250K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
MSFT icon
Microsoft
MSFT
+$108K

Sector Composition

1 Technology 34.2%
2 Healthcare 11.35%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$856 ﹤0.01%
50
402
$852 ﹤0.01%
24
403
$791 ﹤0.01%
28
404
$738 ﹤0.01%
104
-25
405
$711 ﹤0.01%
11
406
$683 ﹤0.01%
10
407
$586 ﹤0.01%
10
408
$562 ﹤0.01%
4
409
$532 ﹤0.01%
38
410
$524 ﹤0.01%
5
411
$499 ﹤0.01%
26
412
$489 ﹤0.01%
3
413
$486 ﹤0.01%
100
414
$393 ﹤0.01%
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415
$377 ﹤0.01%
30
416
$371 ﹤0.01%
10
417
$353 ﹤0.01%
5
418
$350 ﹤0.01%
5
419
$345 ﹤0.01%
100
420
$331 ﹤0.01%
9
421
$278 ﹤0.01%
7
422
$276 ﹤0.01%
23
-1
423
$269 ﹤0.01%
17
424
$264 ﹤0.01%
6
425
$164 ﹤0.01%
10
15 16
17
18 19