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
426
$302 ﹤0.01%
7
427
$295 ﹤0.01%
23
428
$256 ﹤0.01%
12
429
$183 ﹤0.01%
50
430
$173 ﹤0.01%
2
431
$162 ﹤0.01%
10
432
$158 ﹤0.01%
10
433
$149 ﹤0.01%
4
434
$132 ﹤0.01%
50
435
$120 ﹤0.01%
4
436
$96 ﹤0.01%
3
437
$84 ﹤0.01%
4
438
$76 ﹤0.01%
121
439
$75 ﹤0.01%
1
440
$60 ﹤0.01%
6
441
$45 ﹤0.01%
25
442
$42 ﹤0.01%
+3
443
$3 ﹤0.01%
6
444
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-25
445
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-6
446
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-41
447
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-106
448
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-125
449
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-93
450
– –
-610
16 17
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