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
251
$15K 0.01%
170
252
$14.8K 0.01%
45
253
$14.7K 0.01%
864
254
$14.5K 0.01%
55
255
$14.3K 0.01%
701
256
$13.9K 0.01%
226
+200
257
$13.6K 0.01%
1,650
258
$13.6K 0.01%
700
259
$13.4K 0.01%
28
260
$13K 0.01%
135
261
$12.8K 0.01%
239
262
$12.5K 0.01%
70
-40
263
$12.5K 0.01%
160
264
$12.1K 0.01%
63
+60
265
$12.1K 0.01%
2,018
266
$12K 0.01%
30
267
$12K 0.01%
500
268
$11.9K 0.01%
127
+27
269
$11.7K 0.01%
175
270
$11.7K 0.01%
89
+40
271
$10.7K 0.01%
2,000
272
$10.6K 0.01%
400
-160
273
$10.5K ﹤0.01%
504
274
$10.4K ﹤0.01%
289
275
$10.1K ﹤0.01%
1,000
9 10
11
12 13