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
$94.9M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$520K
2
+$223K
3
+$73.6K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.17K
5
MCD icon
McDonald's
MCD
+$2.84K

Top Sells

1
+$2.32M
2
+$1.08M
3
+$1.07M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$970K
5
META icon
Meta Platforms (Facebook)
META
+$776K

Sector Composition

1 Technology 20.81%
2 Healthcare 12.83%
3 Communication Services 11.88%
4 Consumer Discretionary 11.53%
5 Financials 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-14,597
77
– –
-3,315
78
– –
-2,651
79
– –
-3,401
80
– –
-5,180
81
– –
-4,434
82
– –
-17,820
83
– –
-9,225
84
– –
-2,967
85
– –
-5,988
86
– –
-7,273
87
– –
-5,760
88
– –
-2,373
89
– –
-3,695
90
– –
-5,084
91
– –
-6,505
1 2 3
4