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
$191M
AUM Growth
-$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$97.3K
3
+$69.9K
4
KO icon
Coca-Cola
KO
+$49K
5
PFE icon
Pfizer
PFE
+$43.5K

Top Sells

1
+$3.42M
2
+$272K
3
+$250K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
MSFT icon
Microsoft
MSFT
+$108K

Sector Composition

1 Technology 34.2%
2 Healthcare 11.35%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$38.5K 0.02%
346
177
$37.7K 0.02%
492
+1
178
$37.5K 0.02%
2,001
179
$37.3K 0.02%
853
+6
180
$36.3K 0.02%
440
181
$36.3K 0.02%
359
182
$36.2K 0.02%
1,594
183
$36K 0.02%
2,725
184
$35.8K 0.02%
1,500
185
$35.6K 0.02%
2,017
186
$35.2K 0.02%
600
187
$34.6K 0.02%
392
188
$34.3K 0.02%
94
189
$34.2K 0.02%
125
190
$33.8K 0.02%
366
191
$33.5K 0.02%
702
192
$33K 0.02%
92
193
$33K 0.02%
305
194
$32.9K 0.02%
575
195
$32.7K 0.02%
499
196
$32.6K 0.02%
186
197
$32.6K 0.02%
590
198
$30.4K 0.02%
150
199
$27.4K 0.01%
216
200
$27K 0.01%
500
6 7
8
9 10