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
$269M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$507K
3
+$251K
4
TSLA icon
Tesla
TSLA
+$201K
5
CRWD icon
CrowdStrike
CRWD
+$192K

Top Sells

1
+$1.65M
2
+$698K
3
+$606K
4
AAPL icon
Apple
AAPL
+$409K
5
ARM icon
Arm
ARM
+$250K

Sector Composition

1 Technology 38.94%
2 Healthcare 9.5%
3 Consumer Discretionary 9.29%
4 Consumer Staples 8.18%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$58.3K 0.02%
300
152
$55.2K 0.02%
346
153
$54.8K 0.02%
950
-150
154
$54.7K 0.02%
1,200
-15
155
$54K 0.02%
893
156
$53.4K 0.02%
550
157
$52.7K 0.02%
271
-24
158
$49.4K 0.02%
311
-81
159
$49.3K 0.02%
150
160
$48.1K 0.02%
650
161
$47.8K 0.02%
300
162
$47.8K 0.02%
128
-120
163
$45K 0.02%
210
164
$44K 0.02%
179
165
$43.2K 0.02%
405
166
$43K 0.02%
200
167
$42.7K 0.02%
499
168
$41.9K 0.02%
94
169
$41.6K 0.02%
600
170
$40.9K 0.02%
458
171
$40.5K 0.02%
1,021
172
$40.4K 0.02%
313
173
$40.1K 0.01%
1,715
174
$39.6K 0.01%
261
175
$39K 0.01%
148
5 6
7
8 9