WBC
West Branch Capital Portfolio holdings
AUM
$381M
1-Year Est. Return
27.67%
1 Year Est. Return
+27.67%
AUM
$381M
AUM Growth
+$43M
(+13%)
Holding
490
Top Buys
| 1 | +$853K | |
| 2 | +$732K | |
| 3 | +$702K | |
| 4 |
Palantir
PLTR
|
+$410K |
| 5 |
Tesla
TSLA
|
+$386K |
Top Sells
| 1 | +$313K | |
| 2 | +$306K | |
| 3 | +$268K | |
| 4 |
Accenture
ACN
|
+$246K |
| 5 |
iShares Trust 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 | |
|---|---|---|---|---|---|---|
26
Netflix
NFLX
$402B
| $3.53M | 0.93% |
29,450
+2,340
|
|
||
27
Costco
COST
$383B
| $3.53M | 0.93% |
3,809
+223
|
|
||
28
Bank of America
BAC
$398B
| $3.35M | 0.88% |
65,015
+2,314
|
|
||
29
McDonald's
MCD
$227B
| $3.32M | 0.87% |
10,939
-188
|
|
||
30
Coca-Cola
KO
$304B
| $2.97M | 0.78% |
44,832
+1,902
|
|
||
31
Abbott
ABT
$220B
| $2.71M | 0.71% |
20,227
+1,080
|
|
||
32
Chevron
CVX
$299B
| $2.36M | 0.62% |
15,177
+982
|
|
||
33
Wells Fargo
WFC
$291B
| $2.26M | 0.59% |
26,985
+2,086
|
|
||
34
T-Mobile US
TMUS
$223B
| $2.15M | 0.56% |
8,962
+800
|
|
||
35
Booking.com
BKNG
$172B
| $1.95M | 0.51% |
361
-7
|
|
||
36
IBM
IBM
$284B
| $1.84M | 0.48% |
6,525
+1,112
|
|
||
37
Salesforce
CRM
$242B
| $1.79M | 0.47% |
7,535
+803
|
|
||
38
Linde
LIN
$197B
| $1.78M | 0.47% |
3,750
+325
|
|
||
39
Merck
MRK
$246B
| $1.77M | 0.46% |
21,098
-3,198
|
|
||
40
Alphabet (Google) Class C
GOOG
$3.6T
| $1.74M | 0.46% |
7,133
+1
|
|
||
41
PepsiCo
PEP
$206B
| $1.61M | 0.42% |
11,438
-2,181
|
|
||
42
Moog Inc Class A
MOG.A
$7.78B
| $1.57M | 0.41% |
7,582
-10
|
|
||
43
GE Aerospace
GE
$308B
| $1.56M | 0.41% |
5,193
+479
|
|
||
44
Blackrock
BLK
$165B
| $1.33M | 0.35% |
1,140
-20
|
|
||
45
Vanguard Small-Cap Value ETF
VBR
$32.3B
| $1.18M | 0.31% |
5,660
-161
|
|
||
46
Philip Morris
PM
$247B
| $1.13M | 0.3% |
6,968
+1,928
|
|
||
47
Thermo Fisher Scientific
TMO
$214B
| $1.12M | 0.29% |
2,304
-395
|
|
||
48
Automatic Data Processing
ADP
$106B
| $1.03M | 0.27% |
3,500
+65
|
|
||
49
Boeing
BA
$162B
| $863K | 0.23% |
4,000
|
|
||
|
50
Palantir
PLTR
$423B
| $850K | 0.22% |
4,662
+2,246
|
|