WBC

West Branch Capital Portfolio holdings

AUM $381M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.74M
3
+$1.37M
4
META icon
Meta Platforms (Facebook)
META
+$1.03M
5
JNJ icon
Johnson & Johnson
JNJ
+$972K

Top Sells

1
+$2.35M
2
+$1.52M
3
+$1.44M
4
BAP icon
Credicorp
BAP
+$1.37M
5
BAX icon
Baxter International
BAX
+$1.31M

Sector Composition

1 Technology 21.91%
2 Communication Services 13.35%
3 Industrials 12.62%
4 Financials 10.87%
5 Healthcare 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$777K 0.54%
8,948
+3,311
52
$764K 0.53%
4,499
53
$718K 0.5%
5,959
+3,569
54
$702K 0.49%
+12,688
55
$691K 0.48%
23,726
-6,384
56
$688K 0.48%
6,363
-6,011
57
$682K 0.48%
2,068
+1,218
58
$634K 0.44%
+11,793
59
$608K 0.42%
9,466
+4,168
60
$561K 0.39%
+7,018
61
$521K 0.36%
10,226
-817
62
$505K 0.35%
6,804
-5,166
63
$468K 0.33%
+4,620
64
$465K 0.32%
+4,095
65
$460K 0.32%
6,880
+540
66
$430K 0.3%
2,598
-277
67
$427K 0.3%
6,570
-12,157
68
$406K 0.28%
6,437
-499
69
$401K 0.28%
7,650
+80
70
$374K 0.26%
2,914
-5,945
71
$339K 0.24%
2,894
-931
72
$337K 0.23%
1,148
+233
73
$333K 0.23%
5,596
-684
74
$332K 0.23%
6,040
75
$330K 0.23%
3,480
-379
1 2
3
4