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
426
$254 ﹤0.01%
7
427
$247 ﹤0.01%
1
428
$241 ﹤0.01%
7
429
$218 ﹤0.01%
1
430
$214 ﹤0.01%
1
431
$209 ﹤0.01%
2
432
$202 ﹤0.01%
26
433
$197 ﹤0.01%
1
434
$197 ﹤0.01%
4
435
$192 ﹤0.01%
16
436
$183 ﹤0.01%
50
437
$182 ﹤0.01%
3
438
$179 ﹤0.01%
50
439
$173 ﹤0.01%
1
440
$171 ﹤0.01%
1
441
$158 ﹤0.01%
1
442
$156 ﹤0.01%
1
443
$154 ﹤0.01%
2
444
$149 ﹤0.01%
5
445
$144 ﹤0.01%
10
446
$134 ﹤0.01%
1
447
$125 ﹤0.01%
2
448
$78 ﹤0.01%
4
449
$75 ﹤0.01%
1
450
$57 ﹤0.01%
5
16 17
18
19 20