WBC

West Branch Capital Portfolio holdings

AUM $373M
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$704K
3
+$653K
4
PLTR icon
Palantir
PLTR
+$364K
5
AMD icon
Advanced Micro Devices
AMD
+$357K

Top Sells

1
+$313K
2
+$311K
3
+$263K
4
ACN icon
Accenture
ACN
+$260K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$221K

Sector Composition

1 Technology 37.25%
2 Financials 10.35%
3 Communication Services 9.98%
4 Consumer Discretionary 9.73%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$71.6K 0.02%
+74
127
$69.5K 0.02%
622
+199
128
$68.9K 0.02%
292
129
$68.8K 0.02%
300
130
$68.6K 0.02%
541
131
$67.5K 0.02%
1,081
132
$64.2K 0.02%
540
133
$64.2K 0.02%
850
-124
134
$64.1K 0.02%
1,458
-1
135
$63K 0.02%
2,706
136
$62.9K 0.02%
1,826
+350
137
$61.5K 0.02%
750
138
$59.1K 0.02%
499
139
$54.3K 0.01%
194
140
$54.1K 0.01%
179
141
$52.7K 0.01%
454
-186
142
$50.4K 0.01%
205
+74
143
$50.1K 0.01%
500
144
$50K 0.01%
179
145
$49.9K 0.01%
492
146
$49.7K 0.01%
151
+60
147
$49.5K 0.01%
249
-40
148
$48.3K 0.01%
640
149
$46.8K 0.01%
700
150
$43.8K 0.01%
90
-5
4 5
6
7 8