WBC

West Branch Capital Portfolio holdings

AUM $373M
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$704K
3
+$653K
4
PLTR icon
Palantir
PLTR
+$364K
5
AMD icon
Advanced Micro Devices
AMD
+$357K

Top Sells

1
+$313K
2
+$311K
3
+$263K
4
ACN icon
Accenture
ACN
+$260K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$221K

Sector Composition

1 Technology 37.25%
2 Financials 10.35%
3 Communication Services 9.98%
4 Consumer Discretionary 9.73%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.53M 0.93%
29,450
+2,340
27
$3.53M 0.93%
3,809
+223
28
$3.35M 0.88%
65,015
+2,314
29
$3.32M 0.87%
10,939
-188
30
$2.97M 0.78%
44,832
+1,902
31
$2.71M 0.71%
20,227
+1,080
32
$2.36M 0.62%
15,177
+982
33
$2.26M 0.59%
26,985
+2,086
34
$2.15M 0.56%
8,962
+800
35
$1.95M 0.51%
9,025
-175
36
$1.84M 0.48%
6,525
+1,112
37
$1.79M 0.47%
7,535
+803
38
$1.78M 0.47%
3,750
+325
39
$1.77M 0.46%
21,098
-3,198
40
$1.74M 0.46%
7,133
+1
41
$1.61M 0.42%
11,438
-2,181
42
$1.57M 0.41%
7,582
-10
43
$1.56M 0.41%
5,193
+479
44
$1.33M 0.35%
1,140
-20
45
$1.18M 0.31%
5,660
-161
46
$1.13M 0.3%
6,968
+1,928
47
$1.12M 0.29%
2,304
-395
48
$1.03M 0.27%
3,500
+65
49
$863K 0.23%
4,000
50
$850K 0.22%
4,662
+2,246
1
2
3 4 5