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
$179M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$519K
3
+$331K
4
MSFT icon
Microsoft
MSFT
+$112K
5
AMD icon
Advanced Micro Devices
AMD
+$98K

Top Sells

1
+$1.09M
2
+$126K
3
+$113K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.3K
5
XOM icon
Exxon Mobil
XOM
+$96.8K

Sector Composition

1 Technology 32.96%
2 Healthcare 11.88%
3 Consumer Staples 9.44%
4 Consumer Discretionary 9.08%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202K 0.11%
2,668
-140
77
$196K 0.11%
2,000
+1,000
78
$191K 0.11%
901
+9
79
$187K 0.1%
5,000
80
$186K 0.1%
1,043
-25
81
$185K 0.1%
828
+63
82
$178K 0.1%
2,483
+7
83
$176K 0.1%
7,218
+38
84
$171K 0.1%
599
-14
85
$170K 0.09%
1,363
86
$164K 0.09%
1,902
87
$161K 0.09%
1,057
88
$154K 0.09%
2,004
89
$153K 0.09%
670
-75
90
$152K 0.08%
5,191
91
$147K 0.08%
2,827
+1
92
$142K 0.08%
1,473
-289
93
$141K 0.08%
1,553
-36
94
$141K 0.08%
1,415
+60
95
$138K 0.08%
3,560
+200
96
$138K 0.08%
1,500
97
$135K 0.08%
807
98
$129K 0.07%
814
+6
99
$128K 0.07%
2,566
+16
100
$127K 0.07%
5,570
-150
2 3
4
5 6