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
101
$161K 0.08%
1,077
-708
102
$160K 0.08%
2,624
103
$153K 0.07%
1,500
104
$148K 0.07%
884
105
$147K 0.07%
2,192
106
$146K 0.07%
5,352
107
$144K 0.07%
1,250
108
$140K 0.07%
3,854
-80
109
$133K 0.06%
1,628
110
$131K 0.06%
988
+7
111
$131K 0.06%
1,017
-40
112
$127K 0.06%
645
+2
113
$127K 0.06%
997
-27
114
$126K 0.06%
1,553
115
$124K 0.06%
2,477
+12
116
$124K 0.06%
755
+180
117
$123K 0.06%
983
118
$122K 0.06%
1,552
119
$120K 0.06%
610
120
$120K 0.06%
2,557
+107
121
$119K 0.06%
2,265
-25
122
$116K 0.06%
3,551
+46
123
$114K 0.05%
595
124
$113K 0.05%
696
+1
125
$111K 0.05%
639
3 4
5
6 7