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
$300M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$871K
3
+$581K
4
GE icon
GE Aerospace
GE
+$549K
5
IBM icon
IBM
IBM
+$527K

Top Sells

1
+$2.81M
2
+$1.62M
3
+$397K
4
CRWD icon
CrowdStrike
CRWD
+$353K
5
LMT icon
Lockheed Martin
LMT
+$336K

Sector Composition

1 Technology 33.45%
2 Financials 10.4%
3 Consumer Discretionary 9.86%
4 Healthcare 9.8%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$36.6K 0.01%
540
177
$34.2K 0.01%
335
178
$34.1K 0.01%
129
179
$34K 0.01%
275
180
$33.2K 0.01%
193
181
$32K 0.01%
63
182
$31.6K 0.01%
222
-697
183
$31.1K 0.01%
194
184
$30.6K 0.01%
260
-55
185
$30.3K 0.01%
335
186
$29.7K 0.01%
478
187
$28.9K 0.01%
124
188
$28.3K 0.01%
136
189
$27.9K 0.01%
126
+100
190
$27.8K 0.01%
120
+49
191
$27.3K 0.01%
65
192
$26.9K 0.01%
1,007
193
$26.9K 0.01%
325
+2
194
$26.7K 0.01%
50
195
$26.7K 0.01%
820
+11
196
$26.5K 0.01%
120
-16
197
$26.5K 0.01%
547
+4
198
$26.4K 0.01%
131
199
$26.2K 0.01%
406
+1
200
$25.4K 0.01%
172
-141
6 7
8
9 10