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
$179M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$519K
3
+$331K
4
MSFT icon
Microsoft
MSFT
+$112K
5
AMD icon
Advanced Micro Devices
AMD
+$98K

Top Sells

1
+$1.09M
2
+$126K
3
+$113K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.3K
5
XOM icon
Exxon Mobil
XOM
+$96.8K

Sector Composition

1 Technology 32.96%
2 Healthcare 11.88%
3 Consumer Staples 9.44%
4 Consumer Discretionary 9.08%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$461K 0.26%
5,499
+7
52
$401K 0.22%
10,728
+423
53
$380K 0.21%
2,216
-185
54
$376K 0.21%
1,776
-42
55
$367K 0.2%
15,442
56
$360K 0.2%
3,672
57
$341K 0.19%
17,720
-945
58
$341K 0.19%
1,780
59
$321K 0.18%
10,735
+34
60
$314K 0.17%
3,438
-219
61
$311K 0.17%
1,884
62
$307K 0.17%
815
63
$302K 0.17%
1,249
+1
64
$302K 0.17%
4,351
-192
65
$288K 0.16%
3,811
-125
66
$278K 0.16%
2,885
-22
67
$259K 0.14%
3,035
68
$254K 0.14%
2,650
69
$248K 0.14%
1,217
-189
70
$246K 0.14%
2,717
-61
71
$246K 0.14%
13,033
72
$236K 0.13%
2,659
+8
73
$227K 0.13%
1,169
+2
74
$209K 0.12%
2,509
+3
75
$206K 0.11%
1,355
1 2
3
4 5