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
126
$86.5K 0.04%
484
127
$86K 0.04%
447
+51
128
$85.5K 0.04%
1,300
129
$85.1K 0.04%
2,866
-248
130
$85K 0.04%
1,146
131
$84.2K 0.04%
1,650
132
$81.4K 0.04%
140
133
$80.5K 0.04%
2,795
-53,628
134
$79.8K 0.04%
1,010
+105
135
$78.7K 0.04%
1,086
+5
136
$75.6K 0.04%
107
137
$73.5K 0.03%
419
+1
138
$71.2K 0.03%
879
139
$70.9K 0.03%
595
140
$69.3K 0.03%
321
+26
141
$68.6K 0.03%
221
+8
142
$67.2K 0.03%
360
143
$65.8K 0.03%
425
144
$65K 0.03%
857
-271
145
$64.5K 0.03%
893
146
$63.2K 0.03%
322
147
$62.3K 0.03%
164
+11
148
$61.5K 0.03%
1,100
-72
149
$59.7K 0.03%
1,000
150
$56.7K 0.03%
225
+1
4 5
6
7 8