WBC

West Branch Capital Portfolio holdings

AUM $388M
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.31%
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
+$970K
2
+$466K
3
+$252K
4
TSLA icon
Tesla
TSLA
+$177K
5
META icon
Meta Platforms (Facebook)
META
+$171K

Top Sells

1
+$1.62M
2
+$606K
3
+$571K
4
AAPL icon
Apple
AAPL
+$362K
5
ARM icon
Arm
ARM
+$250K

Sector Composition

1 Technology 38.93%
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
426
$92 ﹤0.01%
4
427
$86 ﹤0.01%
3
428
$80 ﹤0.01%
1
429
$42 ﹤0.01%
3
430
– –
-25
431
– –
-6
432
– –
-300
433
– –
-5,911
434
– –
-242
435
– –
-2,000
436
– –
-7
437
– –
-100
438
– –
-6,000
14 15 16 17
18