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
51
$373K 0.18%
7,582
-1,554
52
$355K 0.17%
1,580
-200
53
$343K 0.16%
9,890
+30
54
$324K 0.15%
4,183
+227
55
$323K 0.15%
905
56
$321K 0.15%
3,049
+11
57
$316K 0.15%
900
+116
58
$298K 0.14%
2,998
+993
59
$290K 0.14%
3,188
-250
60
$284K 0.13%
10,000
+5,000
61
$283K 0.13%
1,192
-24
62
$282K 0.13%
2,875
63
$279K 0.13%
2,677
+14
64
$264K 0.12%
2,725
-116
65
$259K 0.12%
15,453
-2,702
66
$237K 0.11%
578
+95
67
$236K 0.11%
1,355
68
$234K 0.11%
4,800
+2,030
69
$222K 0.1%
11,253
-1,780
70
$221K 0.1%
2,623
-991
71
$219K 0.1%
925
+2
72
$212K 0.1%
1,469
+1,456
73
$207K 0.1%
1,881
-3,066
74
$206K 0.1%
5,285
+285
75
$202K 0.1%
1,186
+906
1 2
3
4 5