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
$171M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$625K
2
+$445K
3
+$278K
4
WFC icon
Wells Fargo
WFC
+$265K
5
CVX icon
Chevron
CVX
+$260K

Top Sells

1
+$599K
2
+$572K
3
+$568K
4
TMUS icon
T-Mobile US
TMUS
+$553K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$239K

Sector Composition

1 Technology 28.3%
2 Communication Services 14.38%
3 Consumer Discretionary 12.59%
4 Financials 9.63%
5 Healthcare 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$695K 0.41%
6,289
-333
52
$693K 0.41%
6,700
-80
53
$682K 0.4%
4,499
54
$515K 0.3%
6,636
-360
55
$505K 0.3%
1,431
-1,609
56
$495K 0.29%
5,674
+871
57
$493K 0.29%
2,230
-84
58
$493K 0.29%
6,259
+89
59
$396K 0.23%
4,269
60
$383K 0.22%
2,773
61
$363K 0.21%
1,500
62
$362K 0.21%
14,130
-2,002
63
$338K 0.2%
10,518
+24
64
$335K 0.2%
1,621
-14
65
$323K 0.19%
1,395
-30
66
$300K 0.18%
3,107
67
$300K 0.18%
3,276
+4
68
$291K 0.17%
4,613
-1,326
69
$289K 0.17%
3,683
-288
70
$283K 0.17%
1,753
-27
71
$278K 0.16%
+1,490
72
$274K 0.16%
3,543
+3
73
$267K 0.16%
2,007
+230
74
$265K 0.16%
1,065
-19
75
$265K 0.16%
+6,789
1 2
3
4