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
176
$36.4K 0.01%
417
+203
177
$36K 0.01%
405
178
$34.9K 0.01%
61
179
$34.4K 0.01%
105
180
$33.3K 0.01%
1,126
+223
181
$31.5K 0.01%
65
182
$31.4K 0.01%
194
183
$31.3K 0.01%
275
184
$31.3K 0.01%
133
-67
185
$31.1K 0.01%
129
186
$30.6K 0.01%
124
187
$30.2K 0.01%
339
+9
188
$29.9K 0.01%
63
189
$29.8K 0.01%
335
190
$28.9K 0.01%
275
191
$28.5K 0.01%
416
+202
192
$28.5K 0.01%
50
193
$28.1K 0.01%
1,007
+1,000
194
$27.9K 0.01%
136
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195
$27.8K 0.01%
131
196
$27.6K 0.01%
+200
197
$27.5K 0.01%
478
-1
198
$27.3K 0.01%
130
+21
199
$26.5K 0.01%
323
+4
200
$26.1K 0.01%
543
+7