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
$200M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$183K
2
+$98.5K
3
+$88K
4
LLY icon
Eli Lilly
LLY
+$87.2K
5
META icon
Meta Platforms (Facebook)
META
+$84.4K

Top Sells

1
+$673K
2
+$196K
3
+$127K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$95.7K
5
AXP icon
American Express
AXP
+$87.1K

Sector Composition

1 Technology 36.43%
2 Healthcare 10.65%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$40.2K 0.02%
105
177
$40K 0.02%
2,402
178
$39.6K 0.02%
600
179
$39.4K 0.02%
2,725
180
$39.1K 0.02%
+847
181
$38.6K 0.02%
746
182
$38.5K 0.02%
2,017
183
$38.5K 0.02%
+359
184
$38.1K 0.02%
125
185
$38.1K 0.02%
440
-1,462
186
$38.1K 0.02%
2,001
187
$37.7K 0.02%
346
188
$37.7K 0.02%
94
189
$36.4K 0.02%
+99
190
$36.3K 0.02%
186
+59
191
$35.7K 0.02%
575
192
$35.7K 0.02%
1,500
193
$35.2K 0.02%
305
194
$34.4K 0.02%
392
-10
195
$34.3K 0.02%
491
+68
196
$34K 0.02%
92
197
$33.9K 0.02%
702
198
$32.5K 0.02%
499
199
$29.7K 0.01%
+348
200
$29.3K 0.01%
590
6 7
8
9 10