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
$313M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.07M
3
+$922K
4
NFLX icon
Netflix
NFLX
+$579K
5
AVGO icon
Broadcom
AVGO
+$578K

Top Sells

1
+$202K
2
+$196K
3
+$156K
4
DHR icon
Danaher
DHR
+$152K
5
MOG.A icon
Moog Inc Class A
MOG.A
+$138K

Sector Composition

1 Technology 38.07%
2 Consumer Discretionary 10.26%
3 Financials 8.81%
4 Communication Services 8.41%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7.38K ﹤0.01%
266
+3
302
$7.32K ﹤0.01%
125
303
$7.16K ﹤0.01%
100
-1
304
$7.09K ﹤0.01%
+1,041
305
$7.01K ﹤0.01%
30
306
$6.97K ﹤0.01%
206
307
$6.87K ﹤0.01%
85
308
$6.84K ﹤0.01%
51
+1
309
$6.83K ﹤0.01%
318
310
$6.79K ﹤0.01%
111
311
$6.72K ﹤0.01%
200
312
$6.72K ﹤0.01%
+24
313
$6.71K ﹤0.01%
78
-5
314
$6.63K ﹤0.01%
633
+12
315
$6.57K ﹤0.01%
84
316
$6.55K ﹤0.01%
+205
317
$6.48K ﹤0.01%
71
+54
318
$6.38K ﹤0.01%
135
319
$6.34K ﹤0.01%
71
+70
320
$6.25K ﹤0.01%
26
321
$6.19K ﹤0.01%
44
322
$6.1K ﹤0.01%
170
323
$6K ﹤0.01%
274
324
$5.96K ﹤0.01%
50
325
$5.86K ﹤0.01%
102
11 12
13
14 15