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
$179M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$519K
3
+$331K
4
MSFT icon
Microsoft
MSFT
+$112K
5
AMD icon
Advanced Micro Devices
AMD
+$98K

Top Sells

1
+$1.09M
2
+$126K
3
+$113K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.3K
5
XOM icon
Exxon Mobil
XOM
+$96.8K

Sector Composition

1 Technology 32.96%
2 Healthcare 11.88%
3 Consumer Staples 9.44%
4 Consumer Discretionary 9.08%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.91%
10,339
-19
27
$1.48M 0.83%
23,900
-219
28
$1.46M 0.82%
14,446
+220
29
$1.43M 0.8%
3,703
-89
30
$1.39M 0.77%
13,885
-755
31
$1.19M 0.66%
2,058
+5
32
$1.16M 0.64%
+18,040
33
$1.14M 0.64%
9,317
-8
34
$1.07M 0.59%
37,279
-2,247
35
$1.06M 0.59%
398
-6
36
$1.01M 0.56%
5,031
-379
37
$1.01M 0.56%
1,511
-44
38
$985K 0.55%
2,869
-21
39
$973K 0.54%
9,227
-222
40
$928K 0.52%
1,964
-49
41
$884K 0.49%
3,969
-24
42
$853K 0.48%
22,498
-177
43
$737K 0.41%
4,515
-44
44
$691K 0.39%
1,391
-11
45
$575K 0.32%
5,528
-100
46
$554K 0.31%
15,696
+44
47
$547K 0.3%
2,637
-5,238
48
$534K 0.3%
4,830
-234
49
$519K 0.29%
4,339
50
$479K 0.27%
6,198
+21
1
2
3 4 5