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
$191M
AUM Growth
-$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$97.3K
3
+$69.9K
4
KO icon
Coca-Cola
KO
+$49K
5
PFE icon
Pfizer
PFE
+$43.5K

Top Sells

1
+$3.42M
2
+$272K
3
+$250K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
MSFT icon
Microsoft
MSFT
+$108K

Sector Composition

1 Technology 34.2%
2 Healthcare 11.35%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$116K 0.06%
3,583
+26
102
$115K 0.06%
2,002
-2
103
$110K 0.06%
2,672
104
$108K 0.06%
521
+2
105
$108K 0.06%
826
+6
106
$108K 0.06%
382
107
$106K 0.06%
881
+7
108
$105K 0.05%
2,770
109
$103K 0.05%
2,070
110
$103K 0.05%
950
111
$101K 0.05%
1,338
112
$99.5K 0.05%
1,030
113
$99.4K 0.05%
450
114
$94K 0.05%
3,114
115
$93.7K 0.05%
248
116
$90.8K 0.05%
647
117
$90.4K 0.05%
5,700
118
$89.6K 0.05%
485
119
$89K 0.05%
1,301
120
$88.8K 0.05%
1,527
121
$87.1K 0.05%
1,128
122
$86.5K 0.05%
1,441
123
$86.4K 0.05%
2,341
124
$83.7K 0.04%
1,300
125
$83.4K 0.04%
201
+22
3 4
5
6 7