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
$112M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$677K
3
+$657K
4
NVDA icon
NVIDIA
NVDA
+$652K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$608K

Top Sells

1
+$902K
2
+$517K
3
+$447K
4
GS icon
Goldman Sachs
GS
+$372K
5
CTXS
Citrix Systems Inc
CTXS
+$300K

Sector Composition

1 Technology 22.84%
2 Communication Services 11.87%
3 Industrials 11.69%
4 Consumer Discretionary 10.93%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 1.17%
11,794
-1,812
27
$1.29M 1.15%
11,579
+940
28
$1.17M 1.05%
671
29
$1.17M 1.05%
4,109
+1,262
30
$1.12M 1%
57,478
-2,154
31
$1.1M 0.98%
2,564
-2,109
32
$1.07M 0.96%
6,721
+29
33
$1.06M 0.95%
21,244
+1,119
34
$1.05M 0.94%
6,307
+125
35
$1.05M 0.94%
13,001
+506
36
$949K 0.85%
4,997
-145
37
$892K 0.8%
16,600
38
$885K 0.79%
14,789
+1,243
39
$814K 0.73%
10,035
+504
40
$785K 0.7%
11,763
-995
41
$720K 0.64%
8,436
-1,837
42
$668K 0.6%
13,114
-2,295
43
$657K 0.59%
+8,572
44
$615K 0.55%
25,972
+2,921
45
$599K 0.54%
10,936
-2,500
46
$586K 0.52%
5,242
-164
47
$573K 0.51%
+9,976
48
$561K 0.5%
3,227
-5
49
$519K 0.46%
3,392
-193
50
$517K 0.46%
5,644
-1,252
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