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
$191M
AUM Growth
-$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$97.3K
3
+$69.9K
4
KO icon
Coca-Cola
KO
+$49K
5
PFE icon
Pfizer
PFE
+$43.5K

Top Sells

1
+$3.42M
2
+$272K
3
+$250K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
MSFT icon
Microsoft
MSFT
+$108K

Sector Composition

1 Technology 34.2%
2 Healthcare 11.35%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$83.3K 0.04%
900
127
$82.3K 0.04%
588
128
$80.5K 0.04%
1,730
129
$78.9K 0.04%
1,146
130
$77.9K 0.04%
484
131
$77.6K 0.04%
1,650
132
$77.1K 0.04%
200
133
$75K 0.04%
1,081
134
$74.7K 0.04%
281
-37
135
$73.7K 0.04%
430
136
$68.6K 0.04%
595
137
$67.4K 0.04%
893
138
$65.9K 0.03%
879
-151
139
$65.5K 0.03%
1,172
140
$64.9K 0.03%
396
141
$64.9K 0.03%
1,000
142
$64.2K 0.03%
418
143
$64.2K 0.03%
140
144
$64K 0.03%
610
145
$63.7K 0.03%
322
+1
146
$63.2K 0.03%
905
-120
147
$60.9K 0.03%
213
148
$59.8K 0.03%
107
149
$58.3K 0.03%
2,402
150
$57.5K 0.03%
360
4 5
6
7 8