WBC

West Branch Capital Portfolio holdings

AUM $373M
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$704K
3
+$653K
4
PLTR icon
Palantir
PLTR
+$364K
5
AMD icon
Advanced Micro Devices
AMD
+$357K

Top Sells

1
+$313K
2
+$311K
3
+$263K
4
ACN icon
Accenture
ACN
+$260K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$221K

Sector Composition

1 Technology 37.25%
2 Financials 10.35%
3 Communication Services 9.98%
4 Consumer Discretionary 9.73%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$41.9K 0.01%
224
+116
152
$41.9K 0.01%
228
153
$41.5K 0.01%
695
154
$40.9K 0.01%
240
+58
155
$40.4K 0.01%
193
156
$39.7K 0.01%
414
+1
157
$39.4K 0.01%
2,001
158
$39.2K 0.01%
+1,000
159
$39.2K 0.01%
200
160
$37.4K 0.01%
275
161
$36.4K 0.01%
+353
162
$36.3K 0.01%
283
-172
163
$35.2K 0.01%
590
164
$35K 0.01%
1,007
165
$34K 0.01%
478
166
$33.9K 0.01%
194
167
$33.3K 0.01%
840
+10
168
$31.9K 0.01%
335
169
$31.2K 0.01%
406
170
$31.2K 0.01%
124
171
$30.3K 0.01%
40
172
$29.8K 0.01%
50
173
$29.5K 0.01%
448
174
$28.9K 0.01%
420
175
$28.6K 0.01%
+323
5 6
7
8 9