WBC

West Branch Capital Portfolio holdings

AUM $373M
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$704K
3
+$653K
4
PLTR icon
Palantir
PLTR
+$364K
5
AMD icon
Advanced Micro Devices
AMD
+$357K

Top Sells

1
+$313K
2
+$311K
3
+$263K
4
ACN icon
Accenture
ACN
+$260K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$221K

Sector Composition

1 Technology 37.25%
2 Financials 10.35%
3 Communication Services 9.98%
4 Consumer Discretionary 9.73%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$522 ﹤0.01%
10
402
$519 ﹤0.01%
30
403
$509 ﹤0.01%
2
404
$477 ﹤0.01%
1
405
$453 ﹤0.01%
5
406
$444 ﹤0.01%
1
-18
407
$423 ﹤0.01%
100
408
$415 ﹤0.01%
1
409
$413 ﹤0.01%
5
410
$405 ﹤0.01%
8
411
$401 ﹤0.01%
2
412
$398 ﹤0.01%
14
413
$393 ﹤0.01%
37
414
$390 ﹤0.01%
3
415
$370 ﹤0.01%
1
416
$368 ﹤0.01%
6
417
$359 ﹤0.01%
49
418
$355 ﹤0.01%
5
419
$352 ﹤0.01%
1
420
$321 ﹤0.01%
7
421
$315 ﹤0.01%
4
422
$305 ﹤0.01%
4
423
$294 ﹤0.01%
1
424
$293 ﹤0.01%
23
425
$276 ﹤0.01%
1
15 16
17
18 19