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
$121M
AUM Growth
+$9.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$490K
2
+$485K
3
+$481K
4
LMT icon
Lockheed Martin
LMT
+$440K
5
PYPL icon
PayPal
PYPL
+$439K

Top Sells

1
+$345K
2
+$286K
3
+$226K
4
IBB icon
iShares Biotechnology ETF
IBB
+$206K
5
CTXS
Citrix Systems Inc
CTXS
+$202K

Sector Composition

1 Technology 22.54%
2 Communication Services 11.88%
3 Industrials 11.41%
4 Consumer Discretionary 10.9%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 1.06%
23,540
+2,296
27
$1.26M 1.04%
60,796
+3,318
28
$1.25M 1.03%
6,456
+149
29
$1.23M 1.01%
656
-15
30
$1.2M 0.99%
4,073
-36
31
$1.2M 0.99%
10,806
-988
32
$1.19M 0.98%
15,542
-782
33
$1.17M 0.96%
14,025
+1,024
34
$1.11M 0.92%
6,745
+24
35
$1.05M 0.86%
2,229
-335
36
$946K 0.78%
16,600
37
$920K 0.76%
4,992
-5
38
$884K 0.73%
10,785
+750
39
$828K 0.68%
10,711
+2,139
40
$815K 0.67%
14,579
-210
41
$750K 0.62%
5,691
+1,904
42
$750K 0.62%
8,704
+3,661
43
$734K 0.61%
28,993
+3,021
44
$724K 0.6%
10,233
-1,530
45
$701K 0.58%
6,124
+3,834
46
$698K 0.58%
45,239
+19,288
47
$676K 0.56%
24,119
+12,537
48
$672K 0.55%
14,195
+4,219
49
$663K 0.55%
13,099
+4,303
50
$660K 0.54%
12,950
-164
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2
3 4