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
$171M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$625K
2
+$445K
3
+$278K
4
WFC icon
Wells Fargo
WFC
+$265K
5
CVX icon
Chevron
CVX
+$260K

Top Sells

1
+$599K
2
+$572K
3
+$568K
4
TMUS icon
T-Mobile US
TMUS
+$553K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$239K

Sector Composition

1 Technology 28.3%
2 Communication Services 14.38%
3 Consumer Discretionary 12.59%
4 Financials 9.63%
5 Healthcare 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$262K 0.15%
3,214
-14
77
$260K 0.15%
+2,481
78
$248K 0.15%
+8,660
79
$240K 0.14%
1,925
-466
80
$238K 0.14%
2,616
-420
81
$237K 0.14%
883
-332
82
$229K 0.13%
13,990
83
$222K 0.13%
2,489
+2
84
$219K 0.13%
1,135
+46
85
$212K 0.12%
1,248
-11
86
$210K 0.12%
+4,282
87
$209K 0.12%
+2,867
88
$208K 0.12%
+1,918
89
$205K 0.12%
+2,272
90
$183K 0.11%
5,625
91
– –
-3,964
92
– –
-711
93
– –
-5,188
94
– –
-3,752
95
– –
-4,104
1 2 3
4