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 Trust iShares 0-1 Year 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
176
$38.8K 0.02%
300
+100
177
$38.8K 0.02%
+179
178
$38.2K 0.02%
200
-230
179
$37K 0.02%
186
180
$37K 0.02%
105
181
$36.7K 0.02%
600
182
$36.6K 0.02%
275
+91
183
$36.6K 0.02%
150
184
$36.3K 0.02%
499
185
$35.8K 0.02%
1,500
186
$35.6K 0.02%
261
-80
187
$34.8K 0.02%
256
-121
188
$33.9K 0.02%
590
189
$32.6K 0.02%
229
+65
190
$31.8K 0.02%
143
+23
191
$31.8K 0.01%
702
192
$30.7K 0.01%
2,725
193
$29.7K 0.01%
318
194
$29.4K 0.01%
335
195
$29.2K 0.01%
330
196
$29.1K 0.01%
500
197
$29.1K 0.01%
1,547
-470
198
$28.9K 0.01%
64
199
$27.6K 0.01%
230
200
$27K 0.01%
259
+1
6 7
8
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