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
$269M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$507K
3 +$251K
4
TSLA icon
Tesla
TSLA
+$201K
5
CRWD icon
CrowdStrike
CRWD
+$192K

Top Sells

1 +$1.65M
2 +$698K
3 +$606K
4
AAPL icon
Apple
AAPL
+$409K
5
ARM icon
Arm
ARM
+$250K

Sector Composition

1 Technology 38.94%
2 Healthcare 9.5%
3 Consumer Discretionary 9.29%
4 Consumer Staples 8.18%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$27.6K 0.01%
216
202
$27.1K 0.01%
478
203
$26.8K 0.01%
50
204
$26.5K 0.01%
120
205
$26.3K 0.01%
40
-3
206
$25.8K 0.01%
+1,000
207
$25.8K 0.01%
315
+3
208
$25.4K 0.01%
530
+6
209
$25.4K 0.01%
125
210
$24.7K 0.01%
216
211
$24.3K 0.01%
164
212
$24.1K 0.01%
176
213
$24K 0.01%
107
214
$22.9K 0.01%
2,725
215
$22.3K 0.01%
232
216
$21.5K 0.01%
787
+12
217
$21.4K 0.01%
396
218
$21.3K 0.01%
200
219
$21.1K 0.01%
1,057
220
$20.6K 0.01%
75
221
$20.6K 0.01%
136
222
$20.3K 0.01%
715
223
$20.3K 0.01%
2,082
224
$19.9K 0.01%
108
225
$19.4K 0.01%
212
+2