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
101
$128K 0.04%
1,030
102
$127K 0.04%
1,247
+2
103
$122K 0.04%
754
+6
104
$120K 0.04%
919
+8
105
$119K 0.04%
452
106
$119K 0.04%
1,730
107
$117K 0.04%
188
+9
108
$115K 0.04%
5,911
109
$113K 0.04%
675
-365
110
$111K 0.04%
382
111
$109K 0.03%
484
112
$108K 0.03%
472
-661
113
$105K 0.03%
2,341
114
$102K 0.03%
885
115
$102K 0.03%
1,333
+3
116
$100K 0.03%
1,966
-240
117
$98.5K 0.03%
1,374
118
$96.6K 0.03%
4,244
-7
119
$96.4K 0.03%
950
120
$93.6K 0.03%
339
-3
121
$93.3K 0.03%
+2,760
122
$92.5K 0.03%
3,486
-6
123
$92.1K 0.03%
396
124
$91K 0.03%
5,700
125
$90.2K 0.03%
1,439
-7
3 4
5
6 7