WBC

West Branch Capital Portfolio holdings

AUM $373M
1-Year Est. Return 30.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$704K
3
+$653K
4
PLTR icon
Palantir
PLTR
+$364K
5
AMD icon
Advanced Micro Devices
AMD
+$357K

Top Sells

1
+$313K
2
+$311K
3
+$263K
4
ACN icon
Accenture
ACN
+$260K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$221K

Sector Composition

1 Technology 37.25%
2 Financials 10.35%
3 Communication Services 9.98%
4 Consumer Discretionary 9.73%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$28.5K 0.01%
285
+105
177
$28.1K 0.01%
88
178
$28K 0.01%
275
179
$27.9K 0.01%
145
180
$27.5K 0.01%
331
+3
181
$27.4K 0.01%
+287
182
$27.2K 0.01%
1,040
183
$27K 0.01%
557
+5
184
$27K 0.01%
250
+10
185
$26.5K 0.01%
120
186
$26.4K 0.01%
109
187
$26.2K 0.01%
75
188
$26.2K 0.01%
604
+1
189
$26.1K 0.01%
+151
190
$25.9K 0.01%
136
191
$25.5K 0.01%
390
192
$25K 0.01%
800
-915
193
$24.5K 0.01%
+109
194
$23.5K 0.01%
150
195
$23.4K 0.01%
60
196
$22.7K 0.01%
183
-40
197
$22.4K 0.01%
2,300
+29
198
$22.3K 0.01%
85
+20
199
$22.3K 0.01%
235
-238
200
$22.1K 0.01%
230
+2
6 7
8
9 10