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
$179M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$519K
3 +$331K
4
MSFT icon
Microsoft
MSFT
+$112K
5
AMD icon
Advanced Micro Devices
AMD
+$98K

Top Sells

1 +$1.09M
2 +$126K
3 +$113K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.3K
5
XOM icon
Exxon Mobil
XOM
+$96.8K

Sector Composition

1 Technology 32.96%
2 Healthcare 11.88%
3 Consumer Staples 9.44%
4 Consumer Discretionary 9.08%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$27.6K 0.02%
150
202
$27.5K 0.02%
108
203
$27.4K 0.02%
330
204
$27.4K 0.02%
500
205
$27.3K 0.02%
423
206
$27K 0.02%
590
207
$26.9K 0.02%
715
208
$26.4K 0.01%
572
+3
209
$26.3K 0.01%
304
210
$25.4K 0.01%
910
211
$25K 0.01%
127
212
$24.9K 0.01%
302
+1
213
$24.7K 0.01%
216
214
$24.7K 0.01%
+502
215
$24.5K 0.01%
1,594
216
$24K 0.01%
120
217
$23.5K 0.01%
258
+1
218
$22.8K 0.01%
+1,000
219
$22.4K 0.01%
335
220
$22.3K 0.01%
1,447
221
$22.1K 0.01%
87
222
$21.8K 0.01%
255
223
$21.4K 0.01%
125
224
$21.1K 0.01%
136
225
$21K 0.01%
107