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
201
$27K 0.01%
63
202
$26.8K 0.01%
231
+108
203
$26.5K 0.01%
1,447
204
$25.5K 0.01%
310
+3
205
$25.4K 0.01%
+50
206
$25.4K 0.01%
216
207
$25.2K 0.01%
521
+9
208
$24.9K 0.01%
292
209
$23.8K 0.01%
125
210
$23K 0.01%
180
211
$22.5K 0.01%
107
212
$22.3K 0.01%
136
213
$21.3K 0.01%
1,050
+11
214
$21.2K 0.01%
81
215
$21.2K 0.01%
902
-1,500
216
$20.8K 0.01%
232
217
$20.7K 0.01%
111
+3
218
$20.6K 0.01%
208
-319
219
$20.5K 0.01%
715
220
$20.4K 0.01%
763
+12
221
$20.2K 0.01%
200
222
$19.5K 0.01%
2,031
+16
223
$19.4K 0.01%
396
224
$19.3K 0.01%
238
-1,100
225
$19.1K 0.01%
750
+291
7 8
9
10 11