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
276
$10K ﹤0.01%
101
277
$10K ﹤0.01%
24
-17
278
$9.98K ﹤0.01%
115
279
$9.96K ﹤0.01%
34
280
$9.91K ﹤0.01%
281
281
$9.7K ﹤0.01%
503
282
$9.39K ﹤0.01%
44
283
$9.36K ﹤0.01%
70
284
$9.11K ﹤0.01%
530
+9
285
$9.04K ﹤0.01%
63
286
$8.92K ﹤0.01%
30
287
$8.74K ﹤0.01%
100
288
$8.73K ﹤0.01%
64
289
$8.56K ﹤0.01%
140
290
$8.33K ﹤0.01%
35
291
$8.33K ﹤0.01%
166
+157
292
$8.15K ﹤0.01%
86
293
$8.09K ﹤0.01%
206
294
$8.07K ﹤0.01%
78
295
$7.89K ﹤0.01%
359
296
$7.88K ﹤0.01%
106
+1
297
$7.64K ﹤0.01%
170
298
$7.58K ﹤0.01%
39
299
$7.57K ﹤0.01%
+75
300
$7.55K ﹤0.01%
13
10 11
12
13 14