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
76
$194K 0.09%
15,442
77
$191K 0.09%
631
+350
78
$191K 0.09%
951
-94
79
$188K 0.09%
713
+445
80
$185K 0.09%
744
-771
81
$184K 0.09%
1,169
82
$179K 0.08%
+531
83
$175K 0.08%
934
+50
84
$172K 0.08%
2,518
+4
85
$165K 0.08%
1,238
-125
86
$158K 0.07%
957
-100
87
$156K 0.07%
5,191
88
$148K 0.07%
664
+4
89
$147K 0.07%
1,357
+2
90
$146K 0.07%
1,600
-1,050
91
$145K 0.07%
492
+32
92
$145K 0.07%
2,699
+120
93
$134K 0.06%
1,698
-791
94
$132K 0.06%
2,718
+2
95
$129K 0.06%
903
+77
96
$126K 0.06%
3,353
-230
97
$123K 0.06%
2,395
-1,519
98
$123K 0.06%
2,709
99
$121K 0.06%
278
-537
100
$119K 0.06%
950
2 3
4
5 6