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
$171M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$625K
2
+$445K
3
+$278K
4
WFC icon
Wells Fargo
WFC
+$265K
5
CVX icon
Chevron
CVX
+$260K

Top Sells

1
+$599K
2
+$572K
3
+$568K
4
TMUS icon
T-Mobile US
TMUS
+$553K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$239K

Sector Composition

1 Technology 28.3%
2 Communication Services 14.38%
3 Consumer Discretionary 12.59%
4 Financials 9.63%
5 Healthcare 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.08%
8,301
+816
27
$1.81M 1.06%
49,852
-3,604
28
$1.74M 1.02%
3,664
-91
29
$1.72M 1.01%
7,664
-2,671
30
$1.71M 1%
8,059
-629
31
$1.68M 0.98%
4,712
-230
32
$1.64M 0.96%
31,621
-1,394
33
$1.61M 0.94%
11,379
-173
34
$1.58M 0.92%
13,160
-251
35
$1.41M 0.83%
36,539
+1,835
36
$1.21M 0.71%
22,417
+46
37
$1.21M 0.71%
1,606
-12
38
$1.21M 0.71%
5,490
-343
39
$1.21M 0.71%
16,387
-1,758
40
$1.11M 0.65%
21,147
-1,137
41
$1.1M 0.65%
10,925
+2,281
42
$1.05M 0.62%
7,925
-152
43
$1.02M 0.59%
436
-3
44
$954K 0.56%
17,091
+7,971
45
$901K 0.53%
1,973
-60
46
$831K 0.49%
4,409
+36
47
$807K 0.47%
2,183
-181
48
$778K 0.46%
34,015
-1,072
49
$776K 0.45%
16,730
+890
50
$719K 0.42%
16,536
-368
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2
3 4