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
26
$2.22M 1.07%
8,580
+147
27
$2.21M 1.07%
8,164
-3
28
$2.19M 1.05%
3,798
+2
29
$1.87M 0.9%
11,067
-94
30
$1.78M 0.86%
41,994
+1,476
31
$1.78M 0.86%
32,764
+119
32
$1.78M 0.86%
11,842
+55
33
$1.72M 0.83%
4,949
+19
34
$1.68M 0.81%
6,964
-132
35
$1.64M 0.79%
13,888
+83
36
$1.34M 0.64%
1,596
+4
37
$1.33M 0.64%
23,856
+162
38
$1.26M 0.61%
8,703
+186
39
$1.19M 0.57%
22,670
+243
40
$1.19M 0.57%
20,173
+475
41
$1.17M 0.56%
15,611
-712
42
$1.13M 0.54%
1,977
+37
43
$1.1M 0.53%
10,693
-35
44
$1.07M 0.52%
5,486
+23
45
$1.03M 0.49%
433
46
$919K 0.44%
18,950
+280
47
$896K 0.43%
6,720
48
$886K 0.43%
4,430
+7
49
$795K 0.38%
38,968
+192
50
$747K 0.36%
2,165
-19
1
2
3 4 5