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
$112M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$677K
3
+$657K
4
NVDA icon
NVIDIA
NVDA
+$652K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$608K

Top Sells

1
+$902K
2
+$517K
3
+$447K
4
GS icon
Goldman Sachs
GS
+$372K
5
CTXS
Citrix Systems Inc
CTXS
+$300K

Sector Composition

1 Technology 22.84%
2 Communication Services 11.87%
3 Industrials 11.69%
4 Consumer Discretionary 10.93%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$227K 0.2%
+850
77
$223K 0.2%
+1,818
78
$222K 0.2%
1,789
-13
79
$211K 0.19%
+593
80
$206K 0.18%
+1,838
81
$202K 0.18%
2,026
-3,011
82
$139K 0.12%
5,625
83
$16K 0.01%
10,175
84
– –
-9,121
85
– –
-2,228
86
– –
-2,500
1 2 3
4