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
51
$779K 0.25%
4,142
52
$633K 0.2%
1,908
53
$594K 0.19%
21,328
+12
54
$518K 0.17%
1,746
+859
55
$507K 0.16%
2,305
+1,390
56
$467K 0.15%
3,867
+302
57
$459K 0.15%
4,968
-2,184
58
$447K 0.14%
3,473
+14
59
$446K 0.14%
9,381
-1,624
60
$442K 0.14%
417
+309
61
$392K 0.12%
4,978
+200
62
$375K 0.12%
1,439
-21
63
$349K 0.11%
2,507
+4
64
$347K 0.11%
1,015
+5
65
$343K 0.11%
1,184
+15
66
$334K 0.11%
3,443
+150
67
$333K 0.11%
10,317
+332
68
$330K 0.11%
6,196
-594
69
$329K 0.1%
2,995
70
$326K 0.1%
1,664
71
$306K 0.1%
568
-17
72
$290K 0.09%
1,886
-692
73
$282K 0.09%
11,253
74
$280K 0.09%
2,420
75
$272K 0.09%
521
1 2
3
4 5