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
376
$2.32K ﹤0.01%
45
377
$2.31K ﹤0.01%
114
+1
378
$2.29K ﹤0.01%
10
-5
379
$2.14K ﹤0.01%
6
380
$2.14K ﹤0.01%
100
381
$1.91K ﹤0.01%
105
382
$1.87K ﹤0.01%
150
383
$1.63K ﹤0.01%
100
384
$1.3K ﹤0.01%
5
385
$1.19K ﹤0.01%
51
386
$1.13K ﹤0.01%
50
387
$1.02K ﹤0.01%
104
388
$987 ﹤0.01%
11
-52
389
$937 ﹤0.01%
24
390
$816 ﹤0.01%
28
391
$756 ﹤0.01%
11
392
$740 ﹤0.01%
49
393
$704 ﹤0.01%
3
-60
394
$612 ﹤0.01%
10
395
$600 ﹤0.01%
39
+1
396
$594 ﹤0.01%
4
397
$568 ﹤0.01%
14
398
$551 ﹤0.01%
100
399
$483 ﹤0.01%
10
400
$396 ﹤0.01%
30
14 15
16
17 18