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
401
$1.89K ﹤0.01%
6
402
$1.85K ﹤0.01%
+100
403
$1.73K ﹤0.01%
150
404
$1.53K ﹤0.01%
100
405
$1.34K ﹤0.01%
51
406
$1.24K ﹤0.01%
50
407
$1.21K ﹤0.01%
5
408
$1.06K ﹤0.01%
49
409
$931 ﹤0.01%
28
410
$892 ﹤0.01%
11
411
$888 ﹤0.01%
104
412
$868 ﹤0.01%
24
413
$812 ﹤0.01%
10
414
$759 ﹤0.01%
10
415
$644 ﹤0.01%
14
416
$644 ﹤0.01%
4
417
$630 ﹤0.01%
100
418
$599 ﹤0.01%
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419
$589 ﹤0.01%
30
420
$463 ﹤0.01%
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421
$459 ﹤0.01%
5
422
$405 ﹤0.01%
10
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$360 ﹤0.01%
5
424
$357 ﹤0.01%
100
425
$320 ﹤0.01%
17
15 16
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