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
301
$11K 0.01%
230
302
$11K 0.01%
501
303
$11K 0.01%
175
304
$11K 0.01%
98
305
$11K 0.01%
104
306
$11K 0.01%
230
307
$11K 0.01%
504
308
$10K ﹤0.01%
75
309
$10K ﹤0.01%
35
310
$10K ﹤0.01%
44
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$10K ﹤0.01%
600
312
$10K ﹤0.01%
140
313
$10K ﹤0.01%
81
314
$10K ﹤0.01%
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$10K ﹤0.01%
734
316
$9K ﹤0.01%
30
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$9K ﹤0.01%
156
318
$9K ﹤0.01%
529
319
$9K ﹤0.01%
357
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$9K ﹤0.01%
100
321
$9K ﹤0.01%
40
322
$9K ﹤0.01%
101
323
$9K ﹤0.01%
221
324
$8K ﹤0.01%
58
325
$8K ﹤0.01%
591
11 12
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