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
$300M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$871K
3
+$581K
4
GE icon
GE Aerospace
GE
+$549K
5
IBM icon
IBM
IBM
+$527K

Top Sells

1
+$2.81M
2
+$1.62M
3
+$397K
4
CRWD icon
CrowdStrike
CRWD
+$353K
5
LMT icon
Lockheed Martin
LMT
+$336K

Sector Composition

1 Technology 33.45%
2 Financials 10.4%
3 Consumer Discretionary 9.86%
4 Healthcare 9.8%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$51.6K 0.02%
551
152
$50.9K 0.02%
458
153
$48.8K 0.02%
238
-234
154
$48.3K 0.02%
95
-5
155
$48.1K 0.02%
499
156
$47.2K 0.02%
778
-300
157
$46.1K 0.02%
960
+67
158
$45.4K 0.02%
179
159
$43.2K 0.01%
217
-557
160
$43.1K 0.01%
194
-166
161
$42.9K 0.01%
600
162
$42.9K 0.01%
1,549
-85
163
$42.4K 0.01%
835
164
$40.4K 0.01%
74
+13
165
$39.8K 0.01%
1,715
166
$39.5K 0.01%
677
167
$39.2K 0.01%
2,001
168
$39.1K 0.01%
551
169
$38.4K 0.01%
329
-966
170
$38K 0.01%
1,126
171
$37.4K 0.01%
590
172
$37.3K 0.01%
2,725
173
$37.2K 0.01%
500
174
$37.2K 0.01%
252
-502
175
$37K 0.01%
1,116
+1,000
5 6
7
8 9