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
376
$3.12K ﹤0.01%
+60
377
$3.11K ﹤0.01%
265
378
$3.06K ﹤0.01%
12
379
$3.03K ﹤0.01%
+4
380
$3.02K ﹤0.01%
+128
381
$2.99K ﹤0.01%
+17
382
$2.84K ﹤0.01%
9
-78
383
$2.77K ﹤0.01%
150
384
$2.73K ﹤0.01%
105
385
$2.7K ﹤0.01%
1,329
386
$2.66K ﹤0.01%
94
-1,500
387
$2.65K ﹤0.01%
12
388
$2.59K ﹤0.01%
174
389
$2.51K ﹤0.01%
10
390
$2.48K ﹤0.01%
+53
391
$2.47K ﹤0.01%
+134
392
$2.43K ﹤0.01%
20
393
$2.4K ﹤0.01%
10
-1,117
394
$2.38K ﹤0.01%
45
-5
395
$2.35K ﹤0.01%
+113
396
$2.34K ﹤0.01%
+5
397
$2.33K ﹤0.01%
10
398
$2.3K ﹤0.01%
315
399
$2.13K ﹤0.01%
26
-89
400
$2K ﹤0.01%
24
14 15
16
17 18