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
126
$88.8K 0.03%
141
127
$87.5K 0.03%
360
128
$86.6K 0.03%
226
-13
129
$86.1K 0.03%
1,650
130
$82.9K 0.03%
1,253
+22
131
$82.3K 0.03%
427
132
$81.5K 0.03%
153
133
$76K 0.02%
542
134
$75.9K 0.02%
336
135
$74.1K 0.02%
666
+662
136
$73.3K 0.02%
391
-15
137
$73.1K 0.02%
607
138
$72.3K 0.02%
659
139
$69.5K 0.02%
1,226
140
$69.2K 0.02%
359
+13
141
$69.2K 0.02%
300
142
$65.3K 0.02%
1,078
-8
143
$65.1K 0.02%
1,090
144
$63.9K 0.02%
651
145
$63.1K 0.02%
1,206
146
$60.8K 0.02%
751
-200
147
$60.4K 0.02%
300
148
$60.2K 0.02%
163
+13
149
$53.3K 0.02%
1,634
150
$50.1K 0.02%
551
4 5
6
7 8