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
351
$4.09K ﹤0.01%
65
352
$3.96K ﹤0.01%
170
353
$3.9K ﹤0.01%
51
354
$3.87K ﹤0.01%
+67
355
$3.85K ﹤0.01%
338
356
$3.83K ﹤0.01%
+26
357
$3.8K ﹤0.01%
+60
358
$3.69K ﹤0.01%
+8
359
$3.64K ﹤0.01%
56
360
$3.6K ﹤0.01%
+274
361
$3.59K ﹤0.01%
270
362
$3.49K ﹤0.01%
35
363
$3.4K ﹤0.01%
15
364
$3.4K ﹤0.01%
200
365
$3.39K ﹤0.01%
621
366
$3.35K ﹤0.01%
+180
367
$3.29K ﹤0.01%
68
368
$3.29K ﹤0.01%
276
369
$3.23K ﹤0.01%
+75
370
$3.21K ﹤0.01%
134
371
$3.19K ﹤0.01%
+28
372
$3.18K ﹤0.01%
591
373
$3.17K ﹤0.01%
293
-265
374
$3.16K ﹤0.01%
15
-74
375
$3.13K ﹤0.01%
50
13 14
15
16 17