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
$200M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1 +$183K
2 +$98.5K
3 +$88K
4
LLY icon
Eli Lilly
LLY
+$87.2K
5
META icon
Meta Platforms (Facebook)
META
+$84.4K

Sector Composition

1 Technology 36.43%
2 Healthcare 10.65%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$28.9K 0.01%
1,594
202
$28.7K 0.01%
150
203
$27.9K 0.01%
475
204
$27.6K 0.01%
330
205
$27.1K 0.01%
120
206
$27K 0.01%
108
207
$26.8K 0.01%
500
208
$26.2K 0.01%
577
+5
209
$25.5K 0.01%
230
210
$25.4K 0.01%
335
211
$24.9K 0.01%
258
212
$24.8K 0.01%
87
213
$24.7K 0.01%
305
+3
214
$24.4K 0.01%
507
+5
215
$24.4K 0.01%
216
216
$24.1K 0.01%
715
217
$24K 0.01%
63
218
$22.7K 0.01%
136
219
$22.4K 0.01%
64
220
$21.7K 0.01%
125
221
$21.6K 0.01%
164
-200
222
$21.5K 0.01%
1,447
223
$21.5K 0.01%
255
224
$20.9K 0.01%
107
225
$20.7K 0.01%
200