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
201
$25.7K 0.01%
78
-1
202
$25.6K 0.01%
809
+11
203
$25.4K 0.01%
40
204
$25.4K 0.01%
136
205
$25.2K 0.01%
292
206
$24.5K 0.01%
366
207
$24.3K 0.01%
200
-16
208
$24.2K 0.01%
540
-9
209
$23.4K 0.01%
448
210
$23.2K 0.01%
180
211
$23K 0.01%
400
212
$22.8K 0.01%
230
213
$22.3K 0.01%
225
214
$22.1K 0.01%
600
+200
215
$21.6K 0.01%
56
216
$21.6K 0.01%
1,500
+1,000
217
$21.5K 0.01%
232
218
$21.4K 0.01%
75
219
$21.3K 0.01%
1,057
220
$20.4K 0.01%
91
+90
221
$20.3K 0.01%
2,082
222
$19.9K 0.01%
2,213
+34
223
$19.8K 0.01%
715
-2
224
$19.1K 0.01%
155
225
$18.4K 0.01%
562
-140
7 8
9
10 11