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
276
$9.88K ﹤0.01%
902
277
$9.66K ﹤0.01%
100
278
$9.66K ﹤0.01%
503
279
$9.6K ﹤0.01%
170
280
$9.46K ﹤0.01%
64
281
$9.43K ﹤0.01%
533
+3
282
$9.07K ﹤0.01%
+1,000
283
$9.06K ﹤0.01%
39
284
$9.03K ﹤0.01%
44
285
$9.01K ﹤0.01%
140
286
$9K ﹤0.01%
70
287
$8.88K ﹤0.01%
106
288
$8.61K ﹤0.01%
86
289
$8.29K ﹤0.01%
30
290
$8.18K ﹤0.01%
212
291
$8.15K ﹤0.01%
13
292
$8.01K ﹤0.01%
190
293
$7.96K ﹤0.01%
23
294
$7.92K ﹤0.01%
206
295
$7.75K ﹤0.01%
76
+1
296
$7.64K ﹤0.01%
40
297
$7.63K ﹤0.01%
142
298
$7.55K ﹤0.01%
83
299
$7.49K ﹤0.01%
500
300
$7.48K ﹤0.01%
600