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
$191M
AUM Growth
-$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$97.3K
3
+$69.9K
4
KO icon
Coca-Cola
KO
+$49K
5
PFE icon
Pfizer
PFE
+$43.5K

Top Sells

1
+$3.42M
2
+$272K
3
+$250K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
MSFT icon
Microsoft
MSFT
+$108K

Sector Composition

1 Technology 34.2%
2 Healthcare 11.35%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.88%
16,340
+11
27
$1.67M 0.87%
3,101
+46
28
$1.6M 0.84%
10,048
-223
29
$1.57M 0.82%
18,900
+10
30
$1.43M 0.75%
14,761
+30
31
$1.4M 0.73%
24,957
+875
32
$1.21M 0.64%
393
-2
33
$1.13M 0.59%
2,239
+138
34
$1.12M 0.59%
13,759
-521
35
$1M 0.53%
22,607
+10
36
$962K 0.5%
4,724
-20
37
$962K 0.5%
35,131
+6
38
$960K 0.5%
3,990
+18
39
$893K 0.47%
1,381
-93
40
$891K 0.47%
9,313
-179
41
$865K 0.45%
8,369
-860
42
$801K 0.42%
4,749
+10
43
$793K 0.42%
1,939
-25
44
$786K 0.41%
1,392
+1
45
$752K 0.39%
5,702
+20
46
$621K 0.33%
2,070
47
$549K 0.29%
4,339
48
$546K 0.29%
4,947
+61
49
$473K 0.25%
2,216
50
$468K 0.25%
15,366
+104
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