WBC

West Branch Capital Portfolio holdings

AUM $381M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.9M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$520K
2
+$223K
3
+$73.6K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.17K
5
MCD icon
McDonald's
MCD
+$2.84K

Top Sells

1
+$2.32M
2
+$1.08M
3
+$1.07M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$970K
5
META icon
Meta Platforms (Facebook)
META
+$776K

Sector Composition

1 Technology 20.81%
2 Healthcare 12.83%
3 Communication Services 11.88%
4 Consumer Discretionary 11.53%
5 Financials 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 1.25%
39,274
-91
27
$1.17M 1.23%
10,639
-93
28
$1.16M 1.22%
671
-58
29
$1.04M 1.1%
13,927
-6,360
30
$1.01M 1.06%
14,819
+1,080
31
$1M 1.05%
5,142
-59
32
$984K 1.04%
17,068
-2,858
33
$917K 0.97%
20,125
-687
34
$877K 0.92%
6,692
-10
35
$858K 0.9%
12,495
-673
36
$810K 0.85%
6,182
-5,919
37
$799K 0.84%
13,546
-3,845
38
$799K 0.84%
12,758
-638
39
$776K 0.82%
15,409
-14,914
40
$749K 0.79%
16,600
41
$716K 0.75%
2,847
-94
42
$683K 0.72%
10,273
-4,878
43
$642K 0.68%
13,436
-3,540
44
$639K 0.67%
9,531
-3,823
45
$527K 0.56%
5,406
-3,207
46
$517K 0.54%
9,121
-822
47
$516K 0.54%
5,037
-244
48
$515K 0.54%
3,232
-1
49
$497K 0.52%
6,896
-2,903
50
$497K 0.52%
23,051
-1,786
1
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3 4