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
$179M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$519K
3
+$331K
4
MSFT icon
Microsoft
MSFT
+$112K
5
AMD icon
Advanced Micro Devices
AMD
+$98K

Top Sells

1
+$1.09M
2
+$126K
3
+$113K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.3K
5
XOM icon
Exxon Mobil
XOM
+$96.8K

Sector Composition

1 Technology 32.96%
2 Healthcare 11.88%
3 Consumer Staples 9.44%
4 Consumer Discretionary 9.08%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$43.8K 0.02%
352
177
$43.1K 0.02%
280
178
$43.1K 0.02%
345
179
$41.8K 0.02%
3,317
-3,000
180
$41.7K 0.02%
746
181
$41.3K 0.02%
550
182
$39K 0.02%
+200
183
$38.8K 0.02%
575
184
$38.8K 0.02%
+2,784
185
$38.6K 0.02%
2,001
186
$38.3K 0.02%
346
-300
187
$38.3K 0.02%
150
188
$38.3K 0.02%
366
189
$37.2K 0.02%
2,402
+902
190
$36.4K 0.02%
105
191
$36K 0.02%
1,500
192
$36K 0.02%
600
193
$35.7K 0.02%
125
194
$35.5K 0.02%
702
195
$34.2K 0.02%
+305
196
$32.4K 0.02%
94
197
$30.7K 0.02%
402
-94
198
$29.5K 0.02%
92
199
$28.9K 0.02%
499
200
$28.9K 0.02%
475
6 7
8
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