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
326
$5.6K ﹤0.01%
300
327
$5.56K ﹤0.01%
24
328
$5.38K ﹤0.01%
511
+11
329
$5.25K ﹤0.01%
40
330
$5.16K ﹤0.01%
40
331
$5.15K ﹤0.01%
274
332
$5.14K ﹤0.01%
30
333
$5.07K ﹤0.01%
50
334
$5.07K ﹤0.01%
70
335
$5.04K ﹤0.01%
621
336
$5.02K ﹤0.01%
+135
337
$4.95K ﹤0.01%
20
338
$4.93K ﹤0.01%
169
339
$4.88K ﹤0.01%
318
-1,229
340
$4.83K ﹤0.01%
124
341
$4.68K ﹤0.01%
61
342
$4.63K ﹤0.01%
+1,000
343
$4.61K ﹤0.01%
45
344
$4.52K ﹤0.01%
329
345
$4.32K ﹤0.01%
100
346
$4.28K ﹤0.01%
51
347
$4.1K ﹤0.01%
56
348
$3.86K ﹤0.01%
276
349
$3.85K ﹤0.01%
12
350
$3.83K ﹤0.01%
170
12 13
14
15 16