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
201
$39K 0.02%
101
+14
202
$38K 0.02%
1,550
203
$38K 0.02%
800
204
$37K 0.02%
228
205
$37K 0.02%
446
206
$36K 0.02%
191
207
$36K 0.02%
171
208
$36K 0.02%
500
209
$36K 0.02%
575
210
$36K 0.02%
475
211
$35K 0.02%
2,300
212
$35K 0.02%
98
213
$35K 0.02%
335
214
$34K 0.02%
80
215
$34K 0.02%
300
216
$34K 0.02%
330
217
$33K 0.02%
641
218
$33K 0.02%
125
219
$32K 0.02%
496
220
$30K 0.01%
205
221
$30K 0.01%
267
222
$29K 0.01%
230
223
$29K 0.01%
553
+3
224
$29K 0.01%
255
225
$29K 0.01%
1,447
7 8
9
10 11