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
351
$6K ﹤0.01%
190
352
$6K ﹤0.01%
51
353
$5K ﹤0.01%
31
354
$5K ﹤0.01%
300
355
$5K ﹤0.01%
14
356
$5K ﹤0.01%
42
357
$5K ﹤0.01%
36
358
$5K ﹤0.01%
212
359
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40
360
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125
361
$5K ﹤0.01%
60
362
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163
363
$5K ﹤0.01%
41
364
$5K ﹤0.01%
135
365
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40
-102
366
$5K ﹤0.01%
+124
367
$5K ﹤0.01%
27
368
$5K ﹤0.01%
306
369
$5K ﹤0.01%
169
370
$4K ﹤0.01%
265
371
$4K ﹤0.01%
25
372
$4K ﹤0.01%
8
373
$4K ﹤0.01%
600
374
$4K ﹤0.01%
100
375
$4K ﹤0.01%
100
13 14
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