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
$269M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$507K
3
+$251K
4
TSLA icon
Tesla
TSLA
+$201K
5
CRWD icon
CrowdStrike
CRWD
+$192K

Top Sells

1
+$1.65M
2
+$698K
3
+$606K
4
AAPL icon
Apple
AAPL
+$409K
5
ARM icon
Arm
ARM
+$250K

Sector Composition

1 Technology 38.94%
2 Healthcare 9.5%
3 Consumer Discretionary 9.29%
4 Consumer Staples 8.18%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$97.6K 0.04%
3,487
+719
127
$97.2K 0.04%
2,341
128
$94.4K 0.04%
885
-140
129
$93.8K 0.03%
1,300
130
$89.6K 0.03%
396
131
$88.3K 0.03%
484
132
$87.7K 0.03%
1,650
133
$84.2K 0.03%
107
134
$84.1K 0.03%
857
135
$77.5K 0.03%
1,019
-560
136
$75.1K 0.03%
2,424
-389
137
$73.8K 0.03%
360
138
$72.7K 0.03%
1,000
139
$72.3K 0.03%
323
140
$71.5K 0.03%
335
141
$71.5K 0.03%
1,078
-68
142
$71.4K 0.03%
239
143
$70.7K 0.03%
1,081
144
$70.5K 0.03%
595
145
$66.1K 0.02%
425
146
$65.4K 0.02%
153
147
$62K 0.02%
+2,000
148
$60.8K 0.02%
600
149
$59.4K 0.02%
1,014
+1
150
$58.6K 0.02%
301
4 5
6
7 8