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
$127M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.73M
3
+$1.7M
4
AMZN icon
Amazon
AMZN
+$1.64M
5
META icon
Meta Platforms (Facebook)
META
+$1.59M

Top Sells

1
+$3.78M
2
+$1.88M
3
+$1.3M
4
AVY icon
Avery Dennison
AVY
+$1.25M
5
ALL icon
Allstate
ALL
+$1.08M

Sector Composition

1 Technology 23.7%
2 Communication Services 12.06%
3 Financials 11.74%
4 Industrials 10.98%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.26%
789
-16
27
$1.58M 1.25%
+11,160
28
$1.54M 1.22%
6,994
-616
29
$1.5M 1.18%
+11,320
30
$1.47M 1.16%
+9,404
31
$1.38M 1.09%
+60,928
32
$1.38M 1.09%
+50,057
33
$1.26M 0.99%
17,947
+4,915
34
$1.2M 0.95%
19,528
+9,024
35
$1.18M 0.93%
+23,126
36
$1.18M 0.93%
14,223
+2,734
37
$1.11M 0.88%
15,375
+7,675
38
$1.11M 0.88%
10,613
+8,378
39
$1.05M 0.83%
+18,756
40
$1.04M 0.82%
+7,788
41
$1.03M 0.81%
13,085
-104
42
$982K 0.77%
13,140
+609
43
$973K 0.77%
5,269
+651
44
$930K 0.73%
+13,624
45
$930K 0.73%
+8,753
46
$901K 0.71%
20,938
+279
47
$828K 0.65%
9,636
+4,519
48
$803K 0.63%
2,941
-78
49
$744K 0.59%
7,699
+3,221
50
$741K 0.58%
+9,498
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