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
201
$21.7K 0.01%
1,057
202
$21.6K 0.01%
50
203
$21.6K 0.01%
604
204
$21.3K 0.01%
225
205
$21.2K 0.01%
232
206
$21.1K 0.01%
2,082
207
$21K 0.01%
80
208
$20.3K 0.01%
143
-118
209
$19K 0.01%
175
210
$18.4K ﹤0.01%
206
+2
211
$18.3K ﹤0.01%
155
212
$18.1K ﹤0.01%
663
213
$18K ﹤0.01%
59
214
$17.9K ﹤0.01%
1,060
215
$17.2K ﹤0.01%
852
+18
216
$17K ﹤0.01%
+105
217
$17K ﹤0.01%
101
218
$16.7K ﹤0.01%
200
+20
219
$16.6K ﹤0.01%
56
220
$16.6K ﹤0.01%
41
221
$16.5K ﹤0.01%
266
222
$16.5K ﹤0.01%
57
223
$16.5K ﹤0.01%
114
224
$16.4K ﹤0.01%
60
225
$16.4K ﹤0.01%
58