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
$269M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$507K
3 +$251K
4
TSLA icon
Tesla
TSLA
+$201K
5
CRWD icon
CrowdStrike
CRWD
+$192K

Top Sells

1 +$1.65M
2 +$698K
3 +$606K
4
AAPL icon
Apple
AAPL
+$409K
5
ARM icon
Arm
ARM
+$250K

Sector Composition

1 Technology 38.94%
2 Healthcare 9.5%
3 Consumer Discretionary 9.29%
4 Consumer Staples 8.18%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$38.9K 0.01%
440
177
$38.8K 0.01%
275
178
$38.5K 0.01%
2,001
179
$37.2K 0.01%
590
180
$36K 0.01%
1,500
181
$34.6K 0.01%
105
182
$33.3K 0.01%
702
183
$32.5K 0.01%
901
184
$32K 0.01%
335
185
$31.9K 0.01%
540
-70
186
$31.1K 0.01%
230
187
$30.9K 0.01%
318
188
$30.8K 0.01%
366
189
$30.4K 0.01%
500
190
$30.2K 0.01%
292
191
$29.6K 0.01%
567
192
$29.2K 0.01%
63
193
$29.2K 0.01%
194
194
$29K 0.01%
127
-25
195
$28.9K 0.01%
372
196
$28.7K 0.01%
64
197
$28.6K 0.01%
259
198
$28.1K 0.01%
119
+44
199
$27.7K 0.01%
180
200
$27.6K 0.01%
330