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
326
$5.4K ﹤0.01%
125
327
$5.39K ﹤0.01%
215
328
$5.35K ﹤0.01%
151
329
$5.3K ﹤0.01%
+17
330
$5.27K ﹤0.01%
98
331
$5.16K ﹤0.01%
2,457
332
$5.14K ﹤0.01%
124
333
$5.11K ﹤0.01%
+85
334
$5.09K ﹤0.01%
+500
335
$5.07K ﹤0.01%
111
336
$5.07K ﹤0.01%
+49
337
$5.07K ﹤0.01%
40
338
$5.01K ﹤0.01%
100
339
$5K ﹤0.01%
40
340
$4.92K ﹤0.01%
23
341
$4.88K ﹤0.01%
20
-24
342
$4.85K ﹤0.01%
169
343
$4.76K ﹤0.01%
+50
344
$4.71K ﹤0.01%
329
345
$4.69K ﹤0.01%
146
346
$4.62K ﹤0.01%
24
347
$4.57K ﹤0.01%
+100
348
$4.46K ﹤0.01%
73
349
$4.17K ﹤0.01%
+125
350
$4.15K ﹤0.01%
45
12 13
14
15 16