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
$127M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$1.79M
2 +$1.73M
3 +$1.7M
4
AMZN icon
Amazon
AMZN
+$1.64M
5
META icon
Meta Platforms (Facebook)
META
+$1.59M

Top Sells

1 +$3.78M
2 +$1.88M
3 +$1.3M
4
AVY icon
Avery Dennison
AVY
+$1.25M
5
ALL icon
Allstate
ALL
+$1.08M

Sector Composition

1 Technology 23.7%
2 Communication Services 12.06%
3 Financials 11.74%
4 Industrials 10.98%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,325
102
-7,541
103
-25,250
104
-48,191
105
-4,903