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
$127M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.73M
3
+$1.7M
4
AMZN icon
Amazon
AMZN
+$1.64M
5
META icon
Meta Platforms (Facebook)
META
+$1.59M

Top Sells

1
+$3.78M
2
+$1.88M
3
+$1.3M
4
AVY icon
Avery Dennison
AVY
+$1.25M
5
ALL icon
Allstate
ALL
+$1.08M

Sector Composition

1 Technology 23.7%
2 Communication Services 12.06%
3 Financials 11.74%
4 Industrials 10.98%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$278K 0.22%
+1,980
77
$272K 0.21%
4,354
+629
78
$271K 0.21%
+1,796
79
$271K 0.21%
1,404
80
$265K 0.21%
3,400
81
$229K 0.18%
3,315
82
$218K 0.17%
+5,610
83
$217K 0.17%
+10,209
84
$212K 0.17%
2,494
-309
85
$207K 0.16%
+850
86
$203K 0.16%
+3,300
87
$181K 0.14%
+2,776
88
$135K 0.11%
5,625
89
$16K 0.01%
10,175
90
– –
-11,402
91
– –
-11,721
92
– –
-6,162
93
– –
-21,121
94
– –
-6,995
95
– –
-17,390
96
– –
-30,232
97
– –
-4,868
98
– –
-4,167
99
– –
-13,037
100
– –
-7,252
1 2 3
4
5