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
$213M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$738K
3
+$458K
4
META icon
Meta Platforms (Facebook)
META
+$449K
5
AMZN icon
Amazon
AMZN
+$396K

Top Sells

1
+$1.54M
2
+$1.23M
3
+$502K
4
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$338K
5
DHR icon
Danaher
DHR
+$269K

Sector Composition

1 Technology 35.66%
2 Healthcare 9.79%
3 Consumer Discretionary 9.77%
4 Consumer Staples 8.4%
5 Financials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.01%
920
227
$18.8K 0.01%
+412
228
$18.6K 0.01%
300
-275
229
$18.4K 0.01%
203
-13,556
230
$18.1K 0.01%
157
-400
231
$17.8K 0.01%
134
232
$17.7K 0.01%
323
233
$17.7K 0.01%
207
+2
234
$17.5K 0.01%
1,053
+12
235
$17.3K 0.01%
107
+32
236
$17.3K 0.01%
155
237
$17.3K 0.01%
50
238
$17.1K 0.01%
60
239
$16.9K 0.01%
104
240
$16.7K 0.01%
2,098
+1,025
241
$16.5K 0.01%
254
+175
242
$16.4K 0.01%
42
243
$16K 0.01%
75
244
$15.9K 0.01%
120
245
$15.8K 0.01%
77
246
$15.8K 0.01%
864
247
$15.3K 0.01%
+654
248
$15.3K 0.01%
56
249
$15.1K 0.01%
150
+75
250
$15K 0.01%
24
+13
8 9
10
11 12