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
$179M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$519K
3
+$331K
4
MSFT icon
Microsoft
MSFT
+$112K
5
AMD icon
Advanced Micro Devices
AMD
+$98K

Top Sells

1
+$1.09M
2
+$126K
3
+$113K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.3K
5
XOM icon
Exxon Mobil
XOM
+$96.8K

Sector Composition

1 Technology 32.96%
2 Healthcare 11.88%
3 Consumer Staples 9.44%
4 Consumer Discretionary 9.08%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$125K 0.07%
2,672
+280
102
$124K 0.07%
2,460
-240
103
$124K 0.07%
300
104
$123K 0.07%
658
+3
105
$120K 0.07%
1,527
106
$118K 0.07%
899
+519
107
$116K 0.06%
867
+7
108
$113K 0.06%
367
109
$112K 0.06%
950
110
$111K 0.06%
3,897
+73
111
$110K 0.06%
382
112
$107K 0.06%
2,709
113
$103K 0.06%
2,070
+10
114
$103K 0.06%
450
115
$100K 0.06%
517
+2
116
$99.3K 0.06%
3,114
117
$92.7K 0.05%
485
-105
118
$89.8K 0.05%
1,030
-180
119
$88.4K 0.05%
2,341
120
$87.9K 0.05%
1,419
121
$87.5K 0.05%
900
122
$85.3K 0.05%
1,029
-123
123
$85.2K 0.05%
588
+123
124
$83.5K 0.05%
1,448
125
$82.9K 0.05%
1,298
+4
3 4
5
6 7