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
$200M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$183K
2
+$98.5K
3
+$88K
4
LLY icon
Eli Lilly
LLY
+$87.2K
5
META icon
Meta Platforms (Facebook)
META
+$84.4K

Top Sells

1
+$673K
2
+$196K
3
+$127K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$95.7K
5
AXP icon
American Express
AXP
+$87.1K

Sector Composition

1 Technology 36.43%
2 Healthcare 10.65%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$218K 0.11%
1,355
77
$211K 0.11%
1,177
+8
78
$205K 0.1%
903
+2
79
$199K 0.1%
936
+108
80
$199K 0.1%
643
+44
81
$196K 0.1%
1,045
+2
82
$192K 0.1%
1,960
+545
83
$187K 0.09%
2,489
+6
84
$182K 0.09%
5,000
85
$175K 0.09%
7,282
+64
86
$167K 0.08%
1,363
87
$167K 0.08%
1,057
88
$166K 0.08%
2,278
-390
89
$159K 0.08%
5,191
90
$150K 0.07%
610
-60
91
$149K 0.07%
2,004
92
$147K 0.07%
1,475
+2
93
$145K 0.07%
1,500
94
$142K 0.07%
372
+158
95
$141K 0.07%
2,714
-113
96
$137K 0.07%
807
97
$137K 0.07%
660
+2
98
$133K 0.07%
2,579
+13
99
$132K 0.07%
3,557
-3
100
$130K 0.07%
820
+6
2 3
4
5 6