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
$208M
AUM Growth
+$4.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$245K
3
+$123K
4
DHR icon
Danaher
DHR
+$63.2K
5
BAC icon
Bank of America
BAC
+$62.7K

Top Sells

1
+$356K
2
+$197K
3
+$131K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$106K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$102K

Sector Composition

1 Technology 28.51%
2 Communication Services 13.65%
3 Consumer Discretionary 11.79%
4 Financials 9.28%
5 Healthcare 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29K 0.01%
56
227
$28K 0.01%
82
+32
228
$28K 0.01%
453
229
$26K 0.01%
+1,000
230
$26K 0.01%
864
231
$26K 0.01%
150
232
$25K 0.01%
304
233
$25K 0.01%
300
234
$25K 0.01%
50
235
$24K 0.01%
120
236
$23K 0.01%
170
237
$23K 0.01%
1,017
238
$22K 0.01%
332
239
$22K 0.01%
499
240
$21K 0.01%
127
241
$20K 0.01%
12
242
$20K 0.01%
600
243
$20K 0.01%
400
244
$20K 0.01%
255
245
$19K 0.01%
375
246
$19K 0.01%
170
247
$19K 0.01%
165
248
$19K 0.01%
64
249
$19K 0.01%
239
250
$19K 0.01%
41
8 9
10
11 12