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
$269M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$507K
3
+$251K
4
TSLA icon
Tesla
TSLA
+$201K
5
CRWD icon
CrowdStrike
CRWD
+$192K

Top Sells

1
+$1.65M
2
+$698K
3
+$606K
4
AAPL icon
Apple
AAPL
+$409K
5
ARM icon
Arm
ARM
+$250K

Sector Composition

1 Technology 38.94%
2 Healthcare 9.5%
3 Consumer Discretionary 9.29%
4 Consumer Staples 8.18%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$231K 0.09%
520
77
$220K 0.08%
5,000
78
$216K 0.08%
1,186
79
$211K 0.08%
1,912
+24
80
$205K 0.08%
884
81
$204K 0.08%
2,031
82
$203K 0.08%
557
83
$199K 0.07%
928
+1
84
$198K 0.07%
10,360
-305
85
$196K 0.07%
512
+500
86
$184K 0.07%
1,855
+651
87
$182K 0.07%
5,191
88
$179K 0.07%
2,526
+4
89
$178K 0.07%
877
-75
90
$172K 0.06%
345
91
$167K 0.06%
956
92
$161K 0.06%
609
+2
93
$159K 0.06%
3,849
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94
$152K 0.06%
2,645
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95
$150K 0.06%
1,100
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96
$150K 0.06%
450
97
$150K 0.06%
2,722
+2
98
$143K 0.05%
1,600
99
$141K 0.05%
1,596
-104
100
$139K 0.05%
1,238
2 3
4
5 6