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
$269M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$507K
3
+$251K
4
TSLA icon
Tesla
TSLA
+$201K
5
CRWD icon
CrowdStrike
CRWD
+$192K

Top Sells

1
+$1.65M
2
+$698K
3
+$606K
4
AAPL icon
Apple
AAPL
+$409K
5
ARM icon
Arm
ARM
+$250K

Sector Composition

1 Technology 38.94%
2 Healthcare 9.5%
3 Consumer Discretionary 9.29%
4 Consumer Staples 8.18%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$541K 0.2%
13,916
-446
52
$541K 0.2%
7,172
-133
53
$536K 0.2%
21,272
54
$521K 0.19%
7,587
-3,221
55
$503K 0.19%
1,659
+231
56
$473K 0.18%
2,683
+495
57
$466K 0.17%
1,491
+1
58
$442K 0.16%
1,718
+334
59
$438K 0.16%
6,142
+22
60
$425K 0.16%
2,134
+721
61
$410K 0.15%
3,455
+3
62
$406K 0.15%
4,439
-292
63
$384K 0.14%
4,978
64
$361K 0.13%
7,772
-1,082
65
$341K 0.13%
2,102
+811
66
$333K 0.12%
2,615
+53
67
$333K 0.12%
9,952
+34
68
$328K 0.12%
3,188
69
$320K 0.12%
3,293
70
$291K 0.11%
1,087
71
$266K 0.1%
1,027
72
$262K 0.1%
2,547
-287
73
$250K 0.09%
11,253
74
$247K 0.09%
1,355
75
$243K 0.09%
2,418
1 2
3
4 5