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
376
$4K ﹤0.01%
45
377
$4K ﹤0.01%
170
378
$3K ﹤0.01%
17
379
$3K ﹤0.01%
67
380
$3K ﹤0.01%
13
381
$3K ﹤0.01%
68
382
$3K ﹤0.01%
200
383
$3K ﹤0.01%
10
384
$3K ﹤0.01%
114
+2
385
$3K ﹤0.01%
121
386
$2K ﹤0.01%
10
387
$2K ﹤0.01%
10
388
$2K ﹤0.01%
12
389
$2K ﹤0.01%
28
390
$2K ﹤0.01%
51
391
$2K ﹤0.01%
+76
392
$2K ﹤0.01%
11
393
$2K ﹤0.01%
146
394
$2K ﹤0.01%
15
395
$2K ﹤0.01%
29
396
$2K ﹤0.01%
23
397
$2K ﹤0.01%
5
398
$2K ﹤0.01%
10
399
$2K ﹤0.01%
5
400
$1K ﹤0.01%
10
14 15
16
17 18