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
276
$14K 0.01%
405
277
$14K 0.01%
45
278
$14K 0.01%
34
279
$14K 0.01%
104
280
$14K 0.01%
147
281
$13K 0.01%
60
282
$13K 0.01%
70
283
$13K 0.01%
186
284
$13K 0.01%
77
285
$13K 0.01%
75
286
$13K 0.01%
642
+12
287
$13K 0.01%
57
288
$13K 0.01%
55
289
$13K 0.01%
1,006
290
$13K 0.01%
30
291
$13K 0.01%
135
292
$12K 0.01%
405
293
$12K 0.01%
155
294
$12K 0.01%
300
295
$11K 0.01%
45
296
$11K 0.01%
503
297
$11K 0.01%
501
298
$11K 0.01%
39
299
$11K 0.01%
28
300
$11K 0.01%
185
+2
10 11
12
13 14