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
$313M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.07M
3
+$922K
4
NFLX icon
Netflix
NFLX
+$579K
5
AVGO icon
Broadcom
AVGO
+$578K

Top Sells

1
+$202K
2
+$196K
3
+$156K
4
DHR icon
Danaher
DHR
+$152K
5
MOG.A icon
Moog Inc Class A
MOG.A
+$138K

Sector Composition

1 Technology 38.07%
2 Consumer Discretionary 10.26%
3 Financials 8.81%
4 Communication Services 8.41%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.3K 0.01%
108
227
$18.2K 0.01%
50
228
$18K 0.01%
659
+5
229
$17.9K 0.01%
60
230
$17.9K 0.01%
151
231
$17.4K 0.01%
1,060
232
$17.1K 0.01%
200
-1
233
$17.1K 0.01%
+57
234
$16.4K 0.01%
1,714
235
$16.1K 0.01%
45
236
$16K 0.01%
58
237
$15.8K 0.01%
175
238
$15.1K ﹤0.01%
170
239
$15K ﹤0.01%
50
240
$14.6K ﹤0.01%
800
+59
241
$14.5K ﹤0.01%
701
242
$14.3K ﹤0.01%
71
243
$14.2K ﹤0.01%
160
244
$13.8K ﹤0.01%
24
245
$13.8K ﹤0.01%
102
-64
246
$13.6K ﹤0.01%
140
-60
247
$13.6K ﹤0.01%
206
+1
248
$13.4K ﹤0.01%
28
249
$13.4K ﹤0.01%
101
-60
250
$13.2K ﹤0.01%
81
-367
8 9
10
11 12