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
$179M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$519K
3
+$331K
4
MSFT icon
Microsoft
MSFT
+$112K
5
AMD icon
Advanced Micro Devices
AMD
+$98K

Top Sells

1
+$1.09M
2
+$126K
3
+$113K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.3K
5
XOM icon
Exxon Mobil
XOM
+$96.8K

Sector Composition

1 Technology 32.96%
2 Healthcare 11.88%
3 Consumer Staples 9.44%
4 Consumer Discretionary 9.08%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$61.3K 0.03%
881
-61
152
$60.3K 0.03%
364
+200
153
$59.8K 0.03%
396
154
$58.3K 0.03%
+1,000
155
$56.1K 0.03%
1,150
156
$56K 0.03%
301
157
$55.9K 0.03%
140
158
$55.1K 0.03%
518
+2
159
$54.2K 0.03%
1,215
160
$54K 0.03%
425
-200
161
$53.8K 0.03%
4,344
162
$53.2K 0.03%
360
163
$50.9K 0.03%
224
-7
164
$49.7K 0.03%
107
165
$49.4K 0.03%
242
166
$49.2K 0.03%
650
167
$48.6K 0.03%
377
+1
168
$48.4K 0.03%
140
169
$47.9K 0.03%
500
170
$47.3K 0.03%
1,290
171
$47K 0.03%
1,320
-80
172
$46.9K 0.03%
153
173
$46.7K 0.03%
2,725
174
$46.2K 0.03%
2,017
175
$45.9K 0.03%
313
5 6
7
8 9