WBC

West Branch Capital Portfolio holdings

AUM $338M
1-Year Est. Return 20.68%
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.07M
3
+$922K
4
NFLX icon
Netflix
NFLX
+$579K
5
AVGO icon
Broadcom
AVGO
+$578K

Top Sells

1
+$202K
2
+$196K
3
+$156K
4
DHR icon
Danaher
DHR
+$152K
5
MOG.A icon
Moog Inc Class A
MOG.A
+$138K

Sector Composition

1 Technology 38.07%
2 Consumer Discretionary 10.26%
3 Financials 8.81%
4 Communication Services 8.41%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 0.84%
44,544
+4,304
27
$2.41M 0.77%
15,871
+970
28
$2.36M 0.75%
5,206
+2,035
29
$2.29M 0.73%
52,185
+7,822
30
$2.23M 0.71%
35,807
+4,835
31
$2.16M 0.69%
21,667
+1,950
32
$2.04M 0.65%
4,583
+119
33
$1.9M 0.6%
382
34
$1.82M 0.58%
2,038
+649
35
$1.76M 0.56%
15,597
+262
36
$1.73M 0.55%
8,736
-84
37
$1.59M 0.51%
8,098
-700
38
$1.41M 0.45%
4,223
+1,576
39
$1.41M 0.45%
2,712
-40
40
$1.4M 0.45%
9,689
+1,511
41
$1.38M 0.44%
7,222
+126
42
$1.27M 0.41%
1,242
+3
43
$1.27M 0.4%
5,734
+2,004
44
$1.22M 0.39%
3,464
+1,254
45
$1.21M 0.39%
17,187
+5,979
46
$1.09M 0.35%
3,719
+14
47
$981K 0.31%
2,019
+79
48
$939K 0.3%
4,118
-118
49
$868K 0.28%
2,074
+401
50
$863K 0.28%
6,764
-144
1
2
3 4 5