WBC
West Branch Capital Portfolio holdings
AUM
$338M
1-Year Return
20.68%
This Quarter Return
-5.85%
1 Year Return
+20.68%
3 Year Return
+125.98%
5 Year Return
+196.97%
10 Year Return
–
AUM
$161M
AUM Growth
-$12M
(-7%)
Cap. Flow
-$287K
Cap. Flow
% of AUM
-0.18%
Top 10 Holdings %
Top 10 Hldgs %
48.41%
Holding
486
New
35
Increased
73
Reduced
60
Closed
15
Top Buys
| 1 |
Amazon
AMZN
|
$113K |
| 2 |
Intuitive Surgical
ISRG
|
$97K |
| 3 |
Amgen
AMGN
|
$90.4K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$71.7K |
| 5 |
ProShares Ultra QQQ
QLD
|
$59K |
Top Sells
| 1 |
Tesla
TSLA
|
$623K |
| 2 |
AT&T
T
|
$113K |
| 3 |
Devon Energy
DVN
|
$110K |
| 4 |
Verizon
VZ
|
$84.8K |
| 5 |
Intel
INTC
|
$73.4K |
Sector Composition
| 1 | Technology | 27.35% |
| 2 | Healthcare | 12.75% |
| 3 | Consumer Discretionary | 11.05% |
| 4 | Communication Services | 10.07% |
| 5 | Consumer Staples | 9.18% |
