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
$269M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$507K
3
+$251K
4
TSLA icon
Tesla
TSLA
+$201K
5
CRWD icon
CrowdStrike
CRWD
+$192K

Top Sells

1
+$1.65M
2
+$698K
3
+$606K
4
AAPL icon
Apple
AAPL
+$409K
5
ARM icon
Arm
ARM
+$250K

Sector Composition

1 Technology 38.94%
2 Healthcare 9.5%
3 Consumer Discretionary 9.29%
4 Consumer Staples 8.18%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 0.81%
2,554
+597
27
$2.14M 0.8%
8,406
+90
28
$1.88M 0.7%
29,518
+1,135
29
$1.82M 0.67%
38,244
+1,765
30
$1.69M 0.63%
9,233
-331
31
$1.62M 0.6%
15,605
-214
32
$1.61M 0.6%
40,556
+2,103
33
$1.54M 0.57%
389
-2
34
$1.49M 0.55%
8,883
-9,876
35
$1.48M 0.55%
2,684
+195
36
$1.3M 0.48%
7,072
+1
37
$1.15M 0.43%
7,351
+609
38
$1.01M 0.38%
1,289
-24
39
$966K 0.36%
4,272
-167
40
$905K 0.34%
1,938
-27
41
$905K 0.34%
2,224
+616
42
$880K 0.33%
3,689
-48
43
$832K 0.31%
7,019
-874
44
$802K 0.3%
20,476
-499
45
$720K 0.27%
1,066
+150
46
$660K 0.25%
2,104
47
$627K 0.23%
3,170
+1,014
48
$626K 0.23%
4,139
49
$614K 0.23%
10,340
+2,102
50
$559K 0.21%
1,274
+242
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