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
$269M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$507K
3
+$251K
4
TSLA icon
Tesla
TSLA
+$201K
5
CRWD icon
CrowdStrike
CRWD
+$192K

Top Sells

1
+$1.65M
2
+$698K
3
+$606K
4
AAPL icon
Apple
AAPL
+$409K
5
ARM icon
Arm
ARM
+$250K

Sector Composition

1 Technology 38.94%
2 Healthcare 9.5%
3 Consumer Discretionary 9.29%
4 Consumer Staples 8.18%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$649 ﹤0.01%
11
402
$634 ﹤0.01%
50
403
$622 ﹤0.01%
4
404
$617 ﹤0.01%
100
405
$611 ﹤0.01%
39
406
$569 ﹤0.01%
10
407
$533 ﹤0.01%
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408
$480 ﹤0.01%
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409
$479 ﹤0.01%
10
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$415 ﹤0.01%
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$407 ﹤0.01%
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$356 ﹤0.01%
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5
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$179 ﹤0.01%
2
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$175 ﹤0.01%
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10
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$106 ﹤0.01%
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$106 ﹤0.01%
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425
$102 ﹤0.01%
5
14 15 16
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