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
176
$61K 0.03%
410
177
$60K 0.03%
353
178
$60K 0.03%
1,184
179
$60K 0.03%
773
180
$60K 0.03%
780
181
$60K 0.03%
1,350
182
$59K 0.03%
406
+1
183
$57K 0.03%
922
184
$55K 0.03%
1,215
185
$55K 0.03%
650
186
$54K 0.03%
893
187
$53K 0.03%
1,000
-100
188
$51K 0.02%
345
189
$49K 0.02%
600
190
$47K 0.02%
909
191
$47K 0.02%
3,317
192
$46K 0.02%
404
193
$45K 0.02%
105
194
$44K 0.02%
316
+1
195
$43K 0.02%
500
196
$43K 0.02%
280
197
$41K 0.02%
1,054
+5
198
$41K 0.02%
648
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199
$40K 0.02%
153
200
$40K 0.02%
499
6 7
8
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