WBC
West Branch Capital Portfolio holdings
AUM
$338M
1-Year Return
20.68%
This Quarter Return
+11.93%
1 Year Return
+20.68%
3 Year Return
+125.98%
5 Year Return
+196.97%
10 Year Return
–
AUM
$213M
AUM Growth
+$22.2M
(+12%)
Cap. Flow
+$1.44M
Cap. Flow
% of AUM
0.67%
Top 10 Holdings %
Top 10 Hldgs %
57.35%
Holding
476
New
34
Increased
110
Reduced
72
Closed
33
Top Buys
| 1 |
Microsoft
MSFT
|
$1.01M |
| 2 |
Apple
AAPL
|
$738K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$458K |
| 4 |
Meta Platforms (Facebook)
META
|
$449K |
| 5 |
Amazon
AMZN
|
$396K |
Top Sells
| 1 |
Pfizer
PFE
|
$1.54M |
| 2 |
Walt Disney
DIS
|
$1.23M |
| 3 |
NVIDIA
NVDA
|
$502K |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$338K |
| 5 |
Danaher
DHR
|
$269K |
Sector Composition
| 1 | Technology | 35.66% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.77% |
| 4 | Consumer Staples | 8.4% |
| 5 | Financials | 8% |
