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
$200M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$183K
2
+$98.5K
3
+$88K
4
LLY icon
Eli Lilly
LLY
+$87.2K
5
META icon
Meta Platforms (Facebook)
META
+$84.4K

Top Sells

1
+$673K
2
+$196K
3
+$127K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$95.7K
5
AXP icon
American Express
AXP
+$87.1K

Sector Composition

1 Technology 36.43%
2 Healthcare 10.65%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$58.8K 0.03%
1,000
152
$58.7K 0.03%
360
153
$58.2K 0.03%
300
154
$56.7K 0.03%
1,717
155
$56K 0.03%
265
+244
156
$55K 0.03%
1,215
157
$54.5K 0.03%
224
158
$54.2K 0.03%
301
159
$53.8K 0.03%
522
+4
160
$53.5K 0.03%
425
161
$51.2K 0.03%
4,344
162
$50.8K 0.03%
153
163
$50.1K 0.03%
242
164
$49.7K 0.02%
1,290
165
$49.6K 0.02%
345
166
$47.8K 0.02%
377
167
$47.6K 0.02%
650
168
$47K 0.02%
1,320
169
$45.5K 0.02%
280
170
$45.1K 0.02%
352
171
$44.7K 0.02%
313
172
$42.8K 0.02%
1,000
173
$42.4K 0.02%
550
174
$42.1K 0.02%
150
175
$42.1K 0.02%
366
5 6
7
8 9