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
1
$32M 11.9%
152,144
-1,940
2
$31M 11.5%
250,640
-5,650
3
$23.8M 8.83%
53,175
-464
4
$15.2M 5.66%
83,591
-44
5
$15.2M 5.64%
78,526
-252
6
$12.4M 4.59%
22,728
-192
7
$9.95M 3.7%
60,114
-490
8
$9.63M 3.58%
58,371
+150
9
$6.45M 2.4%
31,903
+79
10
$5.59M 2.08%
10,970
+1,979
11
$5.04M 1.87%
29,369
-275
12
$5.02M 1.87%
19,140
+234
13
$5.02M 1.86%
35,541
+677
14
$4.83M 1.8%
8,832
-89
15
$4.42M 1.64%
65,284
+818
16
$4.11M 1.53%
11,928
+149
17
$3.92M 1.46%
4,330
+105
18
$3.83M 1.42%
23,830
+750
19
$3.54M 1.31%
24,202
+245
20
$3.17M 1.18%
27,568
+935
21
$2.65M 0.98%
5,247
+352
22
$2.63M 0.98%
5,956
+176
23
$2.43M 0.9%
4,381
+157
24
$2.35M 0.87%
14,258
+320
25
$2.32M 0.86%
18,704
+426
1
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