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
151
$81K 0.04%
200
152
$81K 0.04%
902
153
$79K 0.04%
469
154
$79K 0.04%
1,490
155
$79K 0.04%
830
156
$77K 0.04%
242
+193
157
$77K 0.04%
290
158
$77K 0.04%
281
159
$77K 0.04%
1,331
160
$76K 0.04%
600
161
$76K 0.04%
603
-26
162
$72K 0.03%
4,344
163
$72K 0.03%
179
164
$68K 0.03%
2,709
165
$68K 0.03%
253
+235
166
$67K 0.03%
1,400
167
$67K 0.03%
107
168
$67K 0.03%
595
169
$67K 0.03%
1,594
170
$66K 0.03%
2,725
171
$64K 0.03%
1,150
172
$64K 0.03%
850
173
$63K 0.03%
214
174
$63K 0.03%
213
-75
175
$62K 0.03%
465
5 6
7
8 9