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
$162M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$148K
2
+$126K
3
+$69.4K
4
AMD icon
Advanced Micro Devices
AMD
+$64.8K
5
PXD
Pioneer Natural Resource Co.
PXD
+$55.3K

Top Sells

1
+$2.29M
2
+$1.45M
3
+$1.22M
4
NFLX icon
Netflix
NFLX
+$1.07M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 26.67%
2 Healthcare 14.19%
3 Consumer Staples 10.48%
4 Consumer Discretionary 9.33%
5 Financials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$128K 0.08%
2,550
+16
102
$126K 0.08%
590
103
$126K 0.08%
+2,000
104
$118K 0.07%
382
105
$117K 0.07%
860
+8
106
$116K 0.07%
1,210
107
$114K 0.07%
515
+2
108
$113K 0.07%
808
+7
109
$113K 0.07%
367
110
$113K 0.07%
1,129
+47
111
$113K 0.07%
950
112
$113K 0.07%
3,114
113
$112K 0.07%
655
+2
114
$112K 0.07%
450
115
$111K 0.07%
2,709
116
$110K 0.07%
1,344
117
$108K 0.07%
2,392
118
$108K 0.07%
3,824
+68
119
$107K 0.07%
2,235
120
$99.8K 0.06%
2,060
-895
121
$98.9K 0.06%
1,152
+1
122
$98.7K 0.06%
625
-394
123
$95.5K 0.06%
1,025
124
$91.1K 0.06%
900
125
$88.7K 0.05%
1,331
3 4
5
6 7