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
$269M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$507K
3
+$251K
4
TSLA icon
Tesla
TSLA
+$201K
5
CRWD icon
CrowdStrike
CRWD
+$192K

Top Sells

1
+$1.65M
2
+$698K
3
+$606K
4
AAPL icon
Apple
AAPL
+$409K
5
ARM icon
Arm
ARM
+$250K

Sector Composition

1 Technology 38.94%
2 Healthcare 9.5%
3 Consumer Discretionary 9.29%
4 Consumer Staples 8.18%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$138K 0.05%
2,709
102
$137K 0.05%
548
+324
103
$134K 0.05%
526
+1
104
$131K 0.05%
450
105
$128K 0.05%
267
106
$125K 0.05%
1,770
107
$125K 0.05%
904
+8
108
$125K 0.05%
1,969
109
$125K 0.05%
720
+150
110
$118K 0.04%
2,850
+600
111
$115K 0.04%
140
112
$115K 0.04%
1,243
+1
113
$114K 0.04%
5,700
114
$113K 0.04%
1,030
115
$112K 0.04%
950
116
$112K 0.04%
339
117
$112K 0.04%
807
118
$111K 0.04%
2,174
+33
119
$110K 0.04%
+5,911
120
$103K 0.04%
179
121
$101K 0.04%
742
-98
122
$101K 0.04%
15,442
123
$100K 0.04%
1,487
+22
124
$100K 0.04%
1,730
125
$98.6K 0.04%
382
3 4
5
6 7