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
$191M
AUM Growth
-$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$97.3K
3
+$69.9K
4
KO icon
Coca-Cola
KO
+$49K
5
PFE icon
Pfizer
PFE
+$43.5K

Top Sells

1
+$3.42M
2
+$272K
3
+$250K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
MSFT icon
Microsoft
MSFT
+$108K

Sector Composition

1 Technology 34.2%
2 Healthcare 11.35%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.11%
2,000
-166
77
$190K 0.1%
2,514
+2
78
$189K 0.1%
2,005
+45
79
$185K 0.1%
1,045
80
$182K 0.1%
1,169
-8
81
$182K 0.1%
923
+20
82
$180K 0.09%
483
+111
83
$180K 0.09%
2,489
84
$176K 0.09%
7,356
+74
85
$175K 0.09%
5,000
86
$160K 0.08%
1,057
87
$155K 0.08%
2,279
+1
88
$153K 0.08%
1,363
89
$140K 0.07%
1,500
90
$137K 0.07%
+5,000
91
$134K 0.07%
2,716
+2
92
$133K 0.07%
5,191
93
$133K 0.07%
2,709
94
$132K 0.07%
660
95
$132K 0.07%
884
-500
96
$129K 0.07%
2,531
+36
97
$128K 0.07%
1,355
-120
98
$128K 0.07%
2,579
99
$126K 0.07%
460
-150
100
$117K 0.06%
807
2 3
4
5 6