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 Short 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
26
$1.88M 0.88%
17,213
+873
27
$1.79M 0.84%
9,926
-122
28
$1.75M 0.82%
34,583
+298
29
$1.58M 0.74%
14,372
-389
30
$1.52M 0.72%
25,860
+903
31
$1.39M 0.66%
393
32
$1.18M 0.56%
3,339
+1,269
33
$1.14M 0.54%
2,150
-89
34
$1.12M 0.53%
33,360
-1,771
35
$1.11M 0.52%
1,685
+293
36
$1.11M 0.52%
4,500
-224
37
$1.09M 0.51%
1,339
-42
38
$944K 0.44%
6,702
+1,000
39
$933K 0.44%
4,005
+15
40
$928K 0.44%
21,166
-1,441
41
$916K 0.43%
8,436
-877
42
$893K 0.42%
1,970
+31
43
$877K 0.41%
7,860
-509
44
$783K 0.37%
5,246
+497
45
$567K 0.27%
4,139
-200
46
$534K 0.25%
2,216
47
$488K 0.23%
1,695
+434
48
$470K 0.22%
5,212
-354
49
$446K 0.21%
14,658
-708
50
$446K 0.21%
6,098
-146
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2
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