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
151
$56.4K 0.03%
600
-300
152
$55K 0.03%
784
-97
153
$54.4K 0.03%
242
154
$54.4K 0.03%
682
+132
155
$54.2K 0.03%
318
+17
156
$50.3K 0.02%
650
157
$49.5K 0.02%
+300
158
$49K 0.02%
1,215
159
$48.4K 0.02%
346
160
$48.2K 0.02%
734
161
$45.6K 0.02%
405
+400
162
$45.4K 0.02%
103
+9
163
$44.2K 0.02%
1,021
-696
164
$43.5K 0.02%
305
165
$42.6K 0.02%
1,632
-600
166
$41.4K 0.02%
363
+4
167
$41.4K 0.02%
864
+11
168
$41.3K 0.02%
313
169
$40.9K 0.02%
1,140
-150
170
$40.6K 0.02%
492
171
$40K 0.02%
392
172
$39.6K 0.02%
366
173
$39.4K 0.02%
267
-1,733
174
$39.2K 0.02%
440
175
$38.9K 0.02%
2,001
5 6
7
8 9