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
301
$7.46K ﹤0.01%
34
302
$7.3K ﹤0.01%
49
-40
303
$7.21K ﹤0.01%
170
304
$7.07K ﹤0.01%
35
305
$6.76K ﹤0.01%
2,457
306
$6.67K ﹤0.01%
263
307
$6.59K ﹤0.01%
65
-62
308
$6.55K ﹤0.01%
50
309
$6.44K ﹤0.01%
596
+12
310
$6.41K ﹤0.01%
49
311
$6.38K ﹤0.01%
130
312
$6.38K ﹤0.01%
22
313
$6.37K ﹤0.01%
27
314
$6.34K ﹤0.01%
111
315
$6.31K ﹤0.01%
85
316
$6.21K ﹤0.01%
73
317
$6.14K ﹤0.01%
106
318
$6.12K ﹤0.01%
186
319
$6.03K ﹤0.01%
101
320
$5.91K ﹤0.01%
125
321
$5.84K ﹤0.01%
200
322
$5.76K ﹤0.01%
98
323
$5.71K ﹤0.01%
274
324
$5.66K ﹤0.01%
215
325
$5.63K ﹤0.01%
80
-174
11 12
13
14 15