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
$191M
AUM Growth
-$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$97.3K
3
+$69.9K
4
KO icon
Coca-Cola
KO
+$49K
5
PFE icon
Pfizer
PFE
+$43.5K

Top Sells

1
+$3.42M
2
+$272K
3
+$250K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
MSFT icon
Microsoft
MSFT
+$108K

Sector Composition

1 Technology 34.2%
2 Healthcare 11.35%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$57K 0.03%
881
152
$56.8K 0.03%
1,717
153
$55.6K 0.03%
242
154
$54.3K 0.03%
268
+3
155
$54.1K 0.03%
189
+39
156
$52.2K 0.03%
425
157
$51.3K 0.03%
557
158
$51.1K 0.03%
1,215
159
$50.4K 0.03%
153
160
$50.3K 0.03%
224
161
$49.6K 0.03%
2,232
162
$48.6K 0.03%
734
163
$48.5K 0.03%
295
-5
164
$47.9K 0.03%
301
165
$47.9K 0.03%
1,320
166
$46.8K 0.02%
341
-11
167
$46.7K 0.02%
527
+5
168
$46K 0.02%
377
169
$43.5K 0.02%
650
170
$43.5K 0.02%
280
171
$42.5K 0.02%
1,290
172
$41.8K 0.02%
4,344
173
$39.4K 0.02%
105
174
$39.1K 0.02%
550
175
$38.8K 0.02%
313
5 6
7
8 9