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
$200M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$183K
2
+$98.5K
3
+$88K
4
LLY icon
Eli Lilly
LLY
+$87.2K
5
META icon
Meta Platforms (Facebook)
META
+$84.4K

Top Sells

1
+$673K
2
+$196K
3
+$127K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$95.7K
5
AXP icon
American Express
AXP
+$87.1K

Sector Composition

1 Technology 36.43%
2 Healthcare 10.65%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$81.4K 0.04%
1,730
127
$81.2K 0.04%
1,650
+500
128
$79.4K 0.04%
1,030
+1
129
$79.1K 0.04%
179
130
$78.8K 0.04%
1,081
131
$78.5K 0.04%
1,300
132
$77.3K 0.04%
1,146
133
$76.7K 0.04%
430
134
$75.7K 0.04%
200
135
$74.1K 0.04%
1,172
136
$70.9K 0.04%
1,025
137
$70.2K 0.04%
213
138
$68.8K 0.03%
396
139
$68.3K 0.03%
610
140
$67.9K 0.03%
140
141
$67.5K 0.03%
893
142
$66.6K 0.03%
595
143
$66.2K 0.03%
+418
144
$65.3K 0.03%
1,128
145
$63.6K 0.03%
2,232
146
$63.5K 0.03%
557
147
$61.9K 0.03%
881
148
$60.1K 0.03%
107
149
$59.9K 0.03%
321
+1
150
$59.2K 0.03%
734
-91
4 5
6
7 8