WBC

West Branch Capital Portfolio holdings

AUM $373M
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$704K
3
+$653K
4
PLTR icon
Palantir
PLTR
+$364K
5
AMD icon
Advanced Micro Devices
AMD
+$357K

Top Sells

1
+$313K
2
+$311K
3
+$263K
4
ACN icon
Accenture
ACN
+$260K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$221K

Sector Composition

1 Technology 37.25%
2 Financials 10.35%
3 Communication Services 9.98%
4 Consumer Discretionary 9.73%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$131K 0.03%
1,085
+1
102
$129K 0.03%
1,126
+64
103
$125K 0.03%
886
104
$125K 0.03%
167
105
$125K 0.03%
2,763
+400
106
$120K 0.03%
352
107
$117K 0.03%
5,911
108
$117K 0.03%
2,332
+24
109
$115K 0.03%
880
110
$111K 0.03%
4,359
+695
111
$109K 0.03%
1,425
112
$104K 0.03%
382
113
$103K 0.03%
1,439
114
$101K 0.03%
205
+52
115
$99.7K 0.03%
1,210
-286
116
$97.7K 0.03%
339
117
$97.1K 0.03%
300
118
$91K 0.02%
148
+50
119
$90.9K 0.02%
1,517
120
$89.6K 0.02%
748
121
$89.6K 0.02%
950
122
$85.4K 0.02%
850
123
$85.4K 0.02%
425
124
$83.4K 0.02%
1,262
+356
125
$74.3K 0.02%
346
3 4
5
6 7