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
$248M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1 +$2.97M
2 +$2.09M
3 +$756K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$746K
5
GILD icon
Gilead Sciences
GILD
+$727K

Top Sells

1 +$8.43M
2 +$404K
3 +$138K
4
NKE icon
Nike
NKE
+$106K
5
T icon
AT&T
T
+$84.3K

Sector Composition

1 Technology 35.81%
2 Healthcare 10.01%
3 Consumer Discretionary 9.89%
4 Consumer Staples 8.3%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$20.3K 0.01%
2,082
+51
227
$20.1K 0.01%
412
228
$19.8K 0.01%
210
+2
229
$19.3K 0.01%
200
230
$19.2K 0.01%
120
231
$18.4K 0.01%
155
232
$17.9K 0.01%
2,124
+26
233
$17.4K 0.01%
920
234
$17.4K 0.01%
1,060
+7
235
$16.9K 0.01%
56
236
$16.8K 0.01%
150
237
$16.6K 0.01%
157
238
$16.6K 0.01%
209
+2
239
$16.4K 0.01%
612
-138
240
$16.2K 0.01%
60
241
$16.1K 0.01%
300
242
$15.8K 0.01%
77
243
$15.5K 0.01%
75
-32
244
$15.2K 0.01%
50
245
$15.1K 0.01%
226
246
$15.1K 0.01%
55
247
$14.9K 0.01%
864
248
$14.9K 0.01%
70
249
$14.3K 0.01%
701
250
$14.1K 0.01%
170