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
51
$695K 0.33%
6,289
52
$672K 0.32%
4,499
53
$580K 0.28%
2,510
+188
54
$561K 0.27%
1,249
+86
55
$559K 0.27%
15,306
-1,306
56
$536K 0.26%
11,553
-89
57
$495K 0.24%
6,301
+23
58
$454K 0.22%
5,184
-345
59
$449K 0.22%
2,053
-142
60
$422K 0.2%
5,504
-1,136
61
$414K 0.2%
2,773
62
$365K 0.18%
4,224
-35
63
$362K 0.17%
14,158
+12
64
$361K 0.17%
1,628
+4
65
$358K 0.17%
3,530
-217
66
$343K 0.17%
3,484
+161
67
$326K 0.16%
3,795
-41
68
$314K 0.15%
10,570
+26
69
$303K 0.15%
3,107
70
$292K 0.14%
3,692
+5
71
$283K 0.14%
1,905
72
$280K 0.13%
3,214
73
$270K 0.13%
4,571
-54
74
$258K 0.12%
2,515
-99
75
$258K 0.12%
1,761
+4
1 2
3
4 5