WBC
West Branch Capital Portfolio holdings
AUM
$338M
1-Year Return
20.68%
This Quarter Return
+10.3%
1 Year Return
+20.68%
3 Year Return
+125.98%
5 Year Return
+196.97%
10 Year Return
–
AUM
$269M
AUM Growth
+$21.3M
(+8.6%)
Cap. Flow
-$115K
Cap. Flow
% of AUM
-0.04%
Top 10 Holdings %
Top 10 Hldgs %
59.86%
Holding
438
New
15
Increased
69
Reduced
49
Closed
9
Top Buys
| 1 |
UnitedHealth
UNH
|
$1.01M |
| 2 |
Costco
COST
|
$507K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$251K |
| 4 |
Tesla
TSLA
|
$201K |
| 5 |
CrowdStrike
CRWD
|
$192K |
Top Sells
| 1 |
Moog
MOG.A
|
$1.65M |
| 2 |
NVIDIA
NVDA
|
$698K |
| 3 |
Super Micro Computer
SMCI
|
$606K |
| 4 |
Apple
AAPL
|
$409K |
| 5 |
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% |
