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
$112M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$677K
3
+$657K
4
NVDA icon
NVIDIA
NVDA
+$652K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$608K

Top Sells

1
+$902K
2
+$517K
3
+$447K
4
GS icon
Goldman Sachs
GS
+$372K
5
CTXS
Citrix Systems Inc
CTXS
+$300K

Sector Composition

1 Technology 22.84%
2 Communication Services 11.87%
3 Industrials 11.69%
4 Consumer Discretionary 10.93%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$511K 0.46%
+3,787
52
$489K 0.44%
+8,796
53
$459K 0.41%
8,646
-8,422
54
$454K 0.41%
5,677
+11
55
$424K 0.38%
+5,043
56
$406K 0.36%
6,723
+17
57
$398K 0.36%
+25,951
58
$372K 0.33%
6,340
+600
59
$335K 0.3%
1,704
+2
60
$333K 0.3%
+11,582
61
$316K 0.28%
5,441
-79
62
$301K 0.27%
1,608
+5
63
$294K 0.26%
10,664
+78
64
$293K 0.26%
7,687
65
$292K 0.26%
7,032
+6
66
$291K 0.26%
6,091
-104
67
$286K 0.26%
2,967
-1,619
68
$277K 0.25%
3,270
69
$265K 0.24%
7,067
-445
70
$263K 0.24%
1,816
-228
71
$257K 0.23%
10,287
+27
72
$256K 0.23%
1,404
73
$246K 0.22%
+1,551
74
$246K 0.22%
3,824
+195
75
$238K 0.21%
+2,290
1 2
3
4