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
$200M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$183K
2
+$98.5K
3
+$88K
4
LLY icon
Eli Lilly
LLY
+$87.2K
5
META icon
Meta Platforms (Facebook)
META
+$84.4K

Top Sells

1
+$673K
2
+$196K
3
+$127K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$95.7K
5
AXP icon
American Express
AXP
+$87.1K

Sector Composition

1 Technology 36.43%
2 Healthcare 10.65%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$493K 0.25%
5,508
+9
52
$462K 0.23%
6,221
+23
53
$446K 0.22%
2,216
54
$422K 0.21%
9,882
-846
55
$391K 0.2%
1,780
56
$354K 0.18%
3,614
-58
57
$335K 0.17%
9,828
-907
58
$332K 0.17%
815
59
$309K 0.15%
905
+538
60
$301K 0.15%
18,884
+1,164
61
$298K 0.15%
3,438
62
$297K 0.15%
3,038
+321
63
$295K 0.15%
3,926
+115
64
$280K 0.14%
1,260
+11
65
$276K 0.14%
3,035
66
$268K 0.13%
15,442
67
$267K 0.13%
1,212
-5
68
$260K 0.13%
2,663
+4
69
$256K 0.13%
3,996
-355
70
$255K 0.13%
2,841
-44
71
$247K 0.12%
2,166
+166
72
$241K 0.12%
1,384
-500
73
$240K 0.12%
2,650
74
$239K 0.12%
13,033
75
$219K 0.11%
2,512
+3
1 2
3
4 5