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
$191M
AUM Growth
-$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$97.3K
3
+$69.9K
4
KO icon
Coca-Cola
KO
+$49K
5
PFE icon
Pfizer
PFE
+$43.5K

Top Sells

1
+$3.42M
2
+$272K
3
+$250K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
MSFT icon
Microsoft
MSFT
+$108K

Sector Composition

1 Technology 34.2%
2 Healthcare 11.35%
3 Consumer Discretionary 9.21%
4 Consumer Staples 8.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$26K 0.01%
318
-30
202
$25.5K 0.01%
582
+5
203
$25.4K 0.01%
335
204
$25K 0.01%
150
-195
205
$25K 0.01%
330
206
$24.9K 0.01%
120
207
$24.9K 0.01%
307
+2
208
$24.6K 0.01%
512
+5
209
$23.9K 0.01%
255
210
$23.8K 0.01%
63
211
$23.6K 0.01%
258
212
$23.6K 0.01%
87
213
$22.7K 0.01%
1,447
214
$22.1K 0.01%
495
-251
215
$22K 0.01%
184
216
$22K 0.01%
64
217
$21.6K 0.01%
108
218
$21.6K 0.01%
230
219
$20.4K 0.01%
125
220
$20.4K 0.01%
200
221
$20.1K 0.01%
1,039
+11
222
$19.7K 0.01%
180
223
$19.6K 0.01%
715
224
$19.5K 0.01%
136
225
$19.5K 0.01%
50
7 8
9
10 11