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
251
$14K 0.01%
713
+13
252
$14K 0.01%
1,650
253
$13.9K 0.01%
864
254
$13.6K 0.01%
75
255
$13.5K 0.01%
45
256
$13.5K 0.01%
160
257
$13.3K 0.01%
175
258
$13.1K 0.01%
84
+21
259
$12.8K 0.01%
281
260
$12.7K 0.01%
28
261
$12.4K 0.01%
204
-119
262
$12.4K 0.01%
135
263
$12.3K ﹤0.01%
42
264
$12.1K ﹤0.01%
30
265
$11.8K ﹤0.01%
500
266
$11.1K ﹤0.01%
2,000
267
$11.1K ﹤0.01%
2,018
268
$11.1K ﹤0.01%
400
269
$10.8K ﹤0.01%
239
270
$10.8K ﹤0.01%
101
271
$10.7K ﹤0.01%
115
272
$10.6K ﹤0.01%
504
273
$10.3K ﹤0.01%
1,000
274
$10.2K ﹤0.01%
24
275
$10K ﹤0.01%
78