WBC

West Branch Capital Portfolio holdings

AUM $338M
1-Year Est. Return 20.68%
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$115K
2
+$111K
3
+$102K
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$84K
5
SHEL icon
Shell
SHEL
+$71K

Top Sells

1
+$1.52M
2
+$1.35M
3
+$1.31M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
MOG.A icon
Moog Inc Class A
MOG.A
+$1.04M

Sector Composition

1 Technology 30.4%
2 Communication Services 11.43%
3 Consumer Discretionary 11.2%
4 Healthcare 10.35%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$59K 0.03%
710
-164
177
$57K 0.03%
344
-68
178
$57K 0.03%
650
179
$57K 0.03%
313
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180
$56K 0.03%
1,290
181
$54K 0.03%
600
182
$54K 0.03%
408
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$53K 0.03%
145
+47
184
$52K 0.02%
400
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$51K 0.02%
140
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$50K 0.02%
1,000
187
$50K 0.02%
318
+1
188
$48K 0.02%
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189
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190
$46K 0.02%
153
191
$46K 0.02%
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192
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800
193
$45K 0.02%
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$45K 0.02%
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650
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197
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105
198
$41K 0.02%
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199
$40K 0.02%
475
200
$39K 0.02%
94
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8
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