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
126
$110K 0.05%
950
127
$108K 0.05%
421
128
$106K 0.05%
1,938
129
$105K 0.05%
1,448
130
$102K 0.05%
1,717
131
$101K 0.05%
515
132
$100K 0.05%
1,175
133
$99K 0.05%
5,000
134
$99K 0.05%
1,588
135
$99K 0.05%
1,333
+2
136
$98K 0.05%
807
137
$97K 0.05%
1,388
+1
138
$96K 0.05%
1,358
139
$96K 0.05%
1,604
+186
140
$96K 0.05%
1,589
-187
141
$92K 0.04%
830
142
$91K 0.04%
334
143
$91K 0.04%
1,032
144
$89K 0.04%
494
145
$88K 0.04%
506
+2
146
$87K 0.04%
4,026
147
$86K 0.04%
446
148
$85K 0.04%
825
149
$84K 0.04%
770
-40
150
$83K 0.04%
1,138
+3
4 5
6
7 8