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
76
$237K 0.11%
1,303
-274
77
$235K 0.11%
13,939
78
$219K 0.11%
4,072
-210
79
$212K 0.1%
885
+1
80
$210K 0.1%
1,920
+1
81
$210K 0.1%
7,520
-1,600
82
$209K 0.1%
2,222
-50
83
$202K 0.1%
2,494
+3
84
$199K 0.1%
934
-132
85
$197K 0.09%
1,355
86
$192K 0.09%
2,650
87
$190K 0.09%
3,006
+198
88
$184K 0.09%
3,615
-1
89
$180K 0.09%
1,087
-22
90
$180K 0.09%
4,224
+5
91
$177K 0.09%
1,612
-130
92
$175K 0.08%
2,490
-92
93
$169K 0.08%
504
94
$169K 0.08%
794
95
$169K 0.08%
864
96
$167K 0.08%
5,000
97
$165K 0.08%
1,057
98
$165K 0.08%
561
99
$163K 0.08%
691
100
$163K 0.08%
3,003
+1
2 3
4
5 6