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
151
$50.1K 0.02%
2,706
152
$50K 0.02%
569
+513
153
$49.8K 0.02%
100
+5
154
$48.4K 0.02%
200
155
$48.3K 0.02%
499
156
$47.7K 0.02%
179
157
$47.3K 0.02%
458
158
$45.1K 0.01%
893
-1
159
$44.8K 0.01%
244
160
$43.1K 0.01%
600
161
$42.8K 0.01%
149
162
$42.2K 0.01%
677
-365
163
$41.2K 0.01%
501
164
$41.2K 0.01%
+597
165
$40.5K 0.01%
1,715
166
$40.3K 0.01%
590
167
$39.9K 0.01%
315
+55
168
$39.9K 0.01%
835
169
$39.9K 0.01%
335
170
$39K 0.01%
2,001
171
$39K 0.01%
313
172
$38.8K 0.01%
551
-1,425
173
$38.5K 0.01%
500
174
$36.8K 0.01%
2,725
175
$36.7K 0.01%
193
5 6
7
8 9