WBC

West Branch Capital Portfolio holdings

AUM $388M
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.31%
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
576
– –
-22
577
– –
-3
578
– –
-85
579
– –
-2,000
580
– –
-2,760
581
– –
-48
582
– –
-2
583
– –
-3
584
– –
-93
585
– –
-1
586
– –
-1
587
– –
-2
20 21 22 23
24