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
351
$3.81K ﹤0.01%
15
352
$3.76K ﹤0.01%
35
353
$3.69K ﹤0.01%
180
354
$3.63K ﹤0.01%
315
355
$3.55K ﹤0.01%
200
356
$3.5K ﹤0.01%
293
357
$3.41K ﹤0.01%
50
358
$3.18K ﹤0.01%
+200
359
$3.16K ﹤0.01%
128
360
$2.96K ﹤0.01%
9
361
$2.95K ﹤0.01%
265
362
$2.95K ﹤0.01%
338
363
$2.93K ﹤0.01%
12
364
$2.9K ﹤0.01%
591
365
$2.89K ﹤0.01%
+93
366
$2.89K ﹤0.01%
68
367
$2.83K ﹤0.01%
174
368
$2.71K ﹤0.01%
10
369
$2.71K ﹤0.01%
94
370
$2.61K ﹤0.01%
134
371
$2.5K ﹤0.01%
10
372
$2.47K ﹤0.01%
20
373
$2.4K ﹤0.01%
150
374
$2.39K ﹤0.01%
1,329
375
$2.32K ﹤0.01%
24
13 14
15
16 17