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
$191M
AUM Growth
-$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$97.3K
3
+$69.9K
4
KO icon
Coca-Cola
KO
+$49K
5
PFE icon
Pfizer
PFE
+$43.5K

Top Sells

1
+$3.42M
2
+$272K
3
+$250K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
MSFT icon
Microsoft
MSFT
+$108K

Sector Composition

1 Technology 34.2%
2 Healthcare 11.35%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$434K 0.23%
5,566
+58
52
$412K 0.22%
6,244
+23
53
$406K 0.21%
1,780
54
$379K 0.2%
1,515
-1,000
55
$373K 0.2%
9,136
-746
56
$339K 0.18%
1,261
+1
57
$320K 0.17%
815
58
$317K 0.17%
905
59
$303K 0.16%
9,860
+32
60
$292K 0.15%
3,956
+30
61
$289K 0.15%
3,438
62
$286K 0.15%
3,038
63
$274K 0.14%
15,442
64
$273K 0.14%
18,155
-729
65
$262K 0.14%
2,875
-160
66
$260K 0.14%
3,614
67
$258K 0.14%
1,216
+4
68
$253K 0.13%
2,663
69
$251K 0.13%
2,841
70
$248K 0.13%
1,127
+191
71
$241K 0.13%
784
+141
72
$231K 0.12%
13,033
73
$227K 0.12%
3,914
-82
74
$227K 0.12%
2,650
75
$208K 0.11%
1,355
1 2
3
4 5