WBC

West Branch Capital Portfolio holdings

AUM $373M
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$704K
3
+$653K
4
PLTR icon
Palantir
PLTR
+$364K
5
AMD icon
Advanced Micro Devices
AMD
+$357K

Top Sells

1
+$313K
2
+$311K
3
+$263K
4
ACN icon
Accenture
ACN
+$260K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$221K

Sector Composition

1 Technology 37.25%
2 Financials 10.35%
3 Communication Services 9.98%
4 Consumer Discretionary 9.73%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$279K 0.07%
746
77
$267K 0.07%
7,530
+28
78
$266K 0.07%
1,445
-60
79
$260K 0.07%
5,700
80
$252K 0.07%
538
81
$242K 0.06%
2,176
+3
82
$240K 0.06%
1,017
-703
83
$240K 0.06%
3,730
+305
84
$233K 0.06%
2,055
-404
85
$233K 0.06%
1,400
86
$220K 0.06%
1,318
87
$218K 0.06%
612
+330
88
$213K 0.06%
1,724
-114
89
$211K 0.06%
2,709
90
$204K 0.05%
613
-1
91
$201K 0.05%
421
92
$197K 0.05%
3,233
+3
93
$185K 0.05%
2,721
+15
94
$183K 0.05%
900
95
$171K 0.05%
571
96
$170K 0.04%
2,067
-463
97
$156K 0.04%
503
-159
98
$154K 0.04%
257
99
$152K 0.04%
141
100
$137K 0.04%
1,198
-11
2 3
4
5 6