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
$105M
AUM Growth
-$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$201K
3
+$197K
4
ADBE icon
Adobe
ADBE
+$55.3K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$37.5K

Top Sells

1
+$3.05M
2
+$830K
3
+$791K
4
META icon
Meta Platforms (Facebook)
META
+$734K
5
WFC icon
Wells Fargo
WFC
+$634K

Sector Composition

1 Technology 26.57%
2 Communication Services 13.59%
3 Healthcare 11.69%
4 Consumer Discretionary 11.05%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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