WBC
West Branch Capital Portfolio holdings
AUM
$338M
1-Year Return
20.68%
This Quarter Return
+0.78%
1 Year Return
+20.68%
3 Year Return
+125.98%
5 Year Return
+196.97%
10 Year Return
–
AUM
$208M
AUM Growth
+$4.39M
(+2.2%)
Cap. Flow
+$3.66M
Cap. Flow
% of AUM
1.76%
Top 10 Holdings %
Top 10 Hldgs %
48.21%
Holding
460
New
8
Increased
72
Reduced
48
Closed
20
Top Buys
| 1 |
Procter & Gamble
PG
|
$4.87M |
| 2 |
AbbVie
ABBV
|
$245K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$123K |
| 4 |
Danaher
DHR
|
$63.2K |
| 5 |
Bank of America
BAC
|
$62.7K |
Top Sells
| 1 |
Cigna
CI
|
$356K |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$197K |
| 3 |
Apple
AAPL
|
$131K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$106K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$102K |
Sector Composition
| 1 | Technology | 28.51% |
| 2 | Communication Services | 13.65% |
| 3 | Consumer Discretionary | 11.79% |
| 4 | Financials | 9.28% |
| 5 | Healthcare | 8.71% |
