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
126
$78.8K 0.04%
430
-409
127
$78.4K 0.04%
321
128
$78K 0.04%
1,730
-505
129
$77.2K 0.04%
2,232
130
$76.2K 0.04%
1,025
131
$76.2K 0.04%
5,700
132
$76.1K 0.04%
214
133
$75.4K 0.04%
1,081
-250
134
$74.8K 0.04%
1,300
135
$74.5K 0.04%
557
-62
136
$73.7K 0.04%
1,172
137
$72.8K 0.04%
200
138
$72.4K 0.04%
1,146
-198
139
$72.4K 0.04%
484
140
$71.1K 0.04%
893
141
$69K 0.04%
179
142
$68.9K 0.04%
610
143
$68.2K 0.04%
595
144
$65.4K 0.04%
1,128
145
$64.4K 0.04%
825
146
$64.2K 0.04%
320
147
$62.5K 0.03%
213
148
$62.4K 0.03%
1,000
-1,000
149
$61.9K 0.03%
1,717
150
$61.3K 0.03%
300
4 5
6
7 8