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
451
$101 ﹤0.01%
+25
452
$98 ﹤0.01%
3
453
$67 ﹤0.01%
10
454
$35 ﹤0.01%
1
455
$9 ﹤0.01%
+6
456
– –
-1,129
457
– –
-31
458
– –
-4
459
– –
-50
460
– –
-76
461
– –
-135
462
– –
-469
463
– –
-21
464
– –
-1,215
465
– –
-25
466
– –
-10
467
– –
-146
468
– –
-212
469
– –
-81
470
– –
-871
15 16 17 18
19