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
101
$119K 0.06%
742
+154
102
$118K 0.06%
523
+2
103
$118K 0.06%
1,579
-700
104
$117K 0.05%
450
105
$116K 0.05%
2,085
+15
106
$114K 0.05%
543
+58
107
$112K 0.05%
281
+33
108
$112K 0.05%
807
109
$111K 0.05%
677
+30
110
$109K 0.05%
267
+175
111
$108K 0.05%
889
+8
112
$108K 0.05%
1,747
+220
113
$108K 0.05%
2,092
-580
114
$108K 0.05%
1,770
-232
115
$107K 0.05%
2,120
-411
116
$105K 0.05%
382
117
$102K 0.05%
200
118
$102K 0.05%
339
+150
119
$100K 0.05%
1,030
120
$99.3K 0.05%
5,700
121
$98.7K 0.05%
2,341
122
$95.1K 0.04%
1,465
+24
123
$93.2K 0.04%
1,241
-60
124
$92.6K 0.04%
1,730
125
$91.9K 0.04%
190
-11
3 4
5
6 7