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
$300M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$871K
3
+$581K
4
GE icon
GE Aerospace
GE
+$549K
5
IBM icon
IBM
IBM
+$527K

Top Sells

1
+$2.81M
2
+$1.62M
3
+$397K
4
CRWD icon
CrowdStrike
CRWD
+$353K
5
LMT icon
Lockheed Martin
LMT
+$336K

Sector Composition

1 Technology 33.45%
2 Financials 10.4%
3 Consumer Discretionary 9.86%
4 Healthcare 9.8%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$132K 0.04%
217
+177
102
$124K 0.04%
421
+39
103
$123K 0.04%
452
104
$122K 0.04%
+250
105
$121K 0.04%
259
106
$120K 0.04%
5,911
107
$116K 0.04%
1,248
+1
108
$113K 0.04%
1,030
109
$112K 0.04%
339
110
$110K 0.04%
1,337
+4
111
$107K 0.04%
+1,000
112
$106K 0.04%
1,498
+124
113
$106K 0.04%
1,525
-205
114
$105K 0.04%
1,439
115
$96K 0.03%
177
-11
116
$95.9K 0.03%
141
117
$95.6K 0.03%
484
118
$95.3K 0.03%
256
+255
119
$95.2K 0.03%
461
+65
120
$92.8K 0.03%
3,664
+178
121
$92.6K 0.03%
950
122
$91.8K 0.03%
150
+135
123
$87.5K 0.03%
1,253
124
$86.8K 0.03%
109
-308
125
$84.3K 0.03%
398
+62
3 4
5
6 7