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
251
$18K 0.01%
108
252
$18K 0.01%
237
253
$17K 0.01%
23
254
$17K 0.01%
751
255
$17K 0.01%
30
256
$17K 0.01%
+317
257
$17K 0.01%
81
258
$17K 0.01%
63
259
$17K 0.01%
331
+5
260
$16K 0.01%
281
+35
261
$16K 0.01%
295
262
$16K 0.01%
270
263
$16K 0.01%
463
264
$16K 0.01%
134
265
$16K 0.01%
2,018
266
$16K 0.01%
864
267
$15K 0.01%
514
268
$15K 0.01%
+112
269
$15K 0.01%
130
270
$15K 0.01%
64
271
$15K 0.01%
100
272
$14K 0.01%
180
273
$14K 0.01%
170
274
$14K 0.01%
396
275
$14K 0.01%
200
9 10
11
12 13