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
$200M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$183K
2
+$98.5K
3
+$88K
4
LLY icon
Eli Lilly
LLY
+$87.2K
5
META icon
Meta Platforms (Facebook)
META
+$84.4K

Top Sells

1
+$673K
2
+$196K
3
+$127K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$95.7K
5
AXP icon
American Express
AXP
+$87.1K

Sector Composition

1 Technology 36.43%
2 Healthcare 10.65%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.88%
34,259
+188
27
$1.7M 0.85%
10,271
-68
28
$1.64M 0.82%
18,890
+850
29
$1.61M 0.8%
14,731
+285
30
$1.45M 0.72%
24,082
+182
31
$1.43M 0.71%
3,055
+186
32
$1.27M 0.64%
14,280
+395
33
$1.1M 0.55%
2,101
+43
34
$1.07M 0.53%
395
-3
35
$1.05M 0.52%
9,492
+175
36
$1.02M 0.51%
1,474
-37
37
$1.01M 0.5%
35,125
-2,154
38
$979K 0.49%
9,229
+2
39
$971K 0.48%
4,744
-287
40
$939K 0.47%
22,597
+99
41
$904K 0.45%
1,964
42
$873K 0.44%
3,972
+3
43
$749K 0.37%
1,391
44
$746K 0.37%
4,739
+224
45
$687K 0.34%
5,682
+154
46
$658K 0.33%
2,515
-122
47
$594K 0.3%
2,070
+294
48
$540K 0.27%
4,886
+56
49
$537K 0.27%
4,339
50
$535K 0.27%
15,262
-434
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2
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