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
$179M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$519K
3
+$331K
4
MSFT icon
Microsoft
MSFT
+$112K
5
AMD icon
Advanced Micro Devices
AMD
+$98K

Top Sells

1
+$1.09M
2
+$126K
3
+$113K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.3K
5
XOM icon
Exxon Mobil
XOM
+$96.8K

Sector Composition

1 Technology 32.96%
2 Healthcare 11.88%
3 Consumer Staples 9.44%
4 Consumer Discretionary 9.08%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$428 ﹤0.01%
21
427
$415 ﹤0.01%
24
428
$377 ﹤0.01%
16
-147
429
$370 ﹤0.01%
5
430
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10
431
$330 ﹤0.01%
5
432
$327 ﹤0.01%
4
433
$311 ﹤0.01%
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$278 ﹤0.01%
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$254 ﹤0.01%
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$253 ﹤0.01%
+56
437
$237 ﹤0.01%
10
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$225 ﹤0.01%
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$219 ﹤0.01%
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441
$193 ﹤0.01%
3
442
$184 ﹤0.01%
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$181 ﹤0.01%
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$181 ﹤0.01%
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$164 ﹤0.01%
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$154 ﹤0.01%
4
-3
447
$143 ﹤0.01%
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$135 ﹤0.01%
4
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$132 ﹤0.01%
7
+2
450
$129 ﹤0.01%
3
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