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
$162M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$148K
2
+$126K
3
+$69.4K
4
AMD icon
Advanced Micro Devices
AMD
+$64.8K
5
PXD
Pioneer Natural Resource Co.
PXD
+$55.3K

Top Sells

1
+$2.29M
2
+$1.45M
3
+$1.22M
4
NFLX icon
Netflix
NFLX
+$1.07M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 26.67%
2 Healthcare 14.19%
3 Consumer Staples 10.48%
4 Consumer Discretionary 9.33%
5 Financials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$43.2K 0.03%
+702
177
$42.6K 0.03%
500
178
$42.5K 0.03%
280
179
$42.4K 0.03%
345
180
$41.5K 0.03%
107
181
$41.3K 0.03%
1,400
-36,330
182
$40.3K 0.02%
575
183
$39.1K 0.02%
2,725
184
$38K 0.02%
2,001
185
$35.8K 0.02%
+1,500
186
$35.4K 0.02%
600
187
$33.3K 0.02%
475
188
$33.2K 0.02%
655
+2
189
$33.2K 0.02%
1,594
190
$32.8K 0.02%
331
+1
191
$32.7K 0.02%
366
192
$32K 0.02%
317
-413
193
$31.5K 0.02%
94
194
$30.6K 0.02%
125
195
$30.4K 0.02%
423
-218
196
$30.1K 0.02%
352
197
$28K 0.02%
500
198
$27.8K 0.02%
191
199
$27.7K 0.02%
715
200
$27.6K 0.02%
1,500
-1,500
6 7
8
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