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
$381M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1 +$853K
2 +$732K
3 +$702K
4
PLTR icon
Palantir
PLTR
+$410K
5
TSLA icon
Tesla
TSLA
+$386K

Top Sells

1 +$313K
2 +$306K
3 +$268K
4
ACN icon
Accenture
ACN
+$246K
5
SHV icon
iShares Trust 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
HSY icon
151
Hershey
HSY
$38.3B
$41.9K 0.01%
224
+116
TXN icon
152
Texas Instruments
TXN
$159B
$41.9K 0.01%
228
ADM icon
153
Archer Daniels Midland
ADM
$28.1B
$41.5K 0.01%
695
VLO icon
154
Valero Energy
VLO
$49.7B
$40.9K 0.01%
240
+58
VXF icon
155
Vanguard Extended Market ETF
VXF
$24.7B
$40.4K 0.01%
193
IJK icon
156
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.06B
$39.7K 0.01%
414
+1
BSCR icon
157
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.38B
$39.4K 0.01%
2,001
FCX icon
158
Freeport-McMoran
FCX
$68.7B
$39.2K 0.01%
+1,000
VST icon
159
Vistra
VST
$54.2B
$39.2K 0.01%
200
PSX icon
160
Phillips 66
PSX
$53.2B
$37.4K 0.01%
275
IXN icon
161
iShares Global Tech ETF
IXN
$6.28B
$36.4K 0.01%
+353
OLLI icon
162
Ollie's Bargain Outlet
OLLI
$6.71B
$36.3K 0.01%
283
-172
CARR icon
163
Carrier Global
CARR
$44.1B
$35.2K 0.01%
590
AS icon
164
Amer Sports
AS
$21B
$35K 0.01%
1,007
ES icon
165
Eversource Energy
ES
$25.2B
$34K 0.01%
478
VOE icon
166
Vanguard Mid-Cap Value ETF
VOE
$19.8B
$33.9K 0.01%
194
UTG icon
167
Reaves Utility Income Fund
UTG
$3.22B
$33.3K 0.01%
840
+10
EMB icon
168
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.4B
$31.9K 0.01%
335
SWKS icon
169
Skyworks Solutions
SWKS
$9.75B
$31.2K 0.01%
406
LOW icon
170
Lowe's Companies
LOW
$139B
$31.2K 0.01%
124
PH icon
171
Parker-Hannifin
PH
$109B
$30.3K 0.01%
40
MDY icon
172
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
$29.8K 0.01%
50
IEMG icon
173
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$29.5K 0.01%
448
IBKR icon
174
Interactive Brokers
IBKR
$27.8B
$28.9K 0.01%
420
NDAQ icon
175
Nasdaq
NDAQ
$53.5B
$28.6K 0.01%
+323