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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
$300M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$795K
3
+$610K
4
AVGO icon
Broadcom
AVGO
+$588K
5
TSLA icon
Tesla
TSLA
+$577K

Top Sells

1
+$3.29M
2
+$1.81M
3
+$429K
4
CRWD icon
CrowdStrike
CRWD
+$381K
5
LMT icon
Lockheed Martin
LMT
+$346K

Sector Composition

1 Technology 33.45%
2 Financials 10.4%
3 Consumer Discretionary 9.86%
4 Healthcare 9.8%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$69 ﹤0.01%
1
527
$53 ﹤0.01%
1
528
$46 ﹤0.01%
5
529
$44 ﹤0.01%
12
530
$12 ﹤0.01%
3
531
– –
-1
532
– –
-272
533
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-1
534
– –
-2
535
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536
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537
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538
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-53
539
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-2
540
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-562
541
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542
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543
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545
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546
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547
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-2,000
548
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-2,760
549
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-48
550
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-1,041
20 21
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