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
$127M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.73M
3
+$1.7M
4
AMZN icon
Amazon
AMZN
+$1.64M
5
META icon
Meta Platforms (Facebook)
META
+$1.59M

Top Sells

1
+$3.78M
2
+$1.88M
3
+$1.3M
4
AVY icon
Avery Dennison
AVY
+$1.25M
5
ALL icon
Allstate
ALL
+$1.08M

Sector Composition

1 Technology 23.7%
2 Communication Services 12.06%
3 Financials 11.74%
4 Industrials 10.98%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$731K 0.58%
16,600
52
$704K 0.55%
+5,757
53
$685K 0.54%
11,656
+5,098
54
$611K 0.48%
10,423
+4,710
55
$604K 0.48%
+3,691
56
$575K 0.45%
+5,237
57
$566K 0.45%
+3,443
58
$555K 0.44%
5,295
+2,210
59
$533K 0.42%
+8,858
60
$520K 0.41%
+21,451
61
$488K 0.38%
6,093
+1,704
62
$479K 0.38%
13,061
+5,169
63
$413K 0.33%
+7,220
64
$408K 0.32%
7,373
+2,921
65
$398K 0.31%
8,296
66
$396K 0.31%
+3,756
67
$369K 0.29%
+8,122
68
$356K 0.28%
+5,829
69
$352K 0.28%
+1,724
70
$349K 0.28%
6,260
+1,520
71
$341K 0.27%
4,661
+1,503
72
$331K 0.26%
8,445
+1,862
73
$298K 0.23%
10,586
74
$289K 0.23%
+4,412
75
$285K 0.22%
+3,788
1 2
3
4 5