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
$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 Short 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
1
$27.3M 12.84%
141,871
+3,835
2
$17.5M 8.23%
46,582
+2,691
3
$17.3M 8.14%
349,640
-10,140
4
$11.4M 5.37%
75,231
+2,606
5
$11.4M 5.35%
81,474
+3,282
6
$10.2M 4.8%
21,493
+656
7
$8.68M 4.08%
60,604
+490
8
$8.34M 3.92%
56,925
+759
9
$5.13M 2.41%
30,183
+936
10
$4.65M 2.19%
17,877
+843
11
$4.53M 2.13%
29,244
+113
12
$4.42M 2.08%
8,387
+157
13
$4.29M 2.02%
8,987
+566
14
$3.87M 1.82%
11,161
+399
15
$3.57M 1.68%
22,762
-1,029
16
$3.46M 1.63%
32,837
+528
17
$3.07M 1.44%
58,329
+5,553
18
$2.72M 1.28%
18,759
19
$2.37M 1.12%
21,270
+2,370
20
$2.32M 1.09%
3,881
+125
21
$2.28M 1.07%
5,349
+265
22
$2.28M 1.07%
7,694
+462
23
$2.24M 1.05%
22,384
+1,863
24
$2.23M 1.05%
13,128
+1,393
25
$2.09M 0.98%
3,593
+492
1
2 3 4 5