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
401
$382 ﹤0.01%
17
402
$364 ﹤0.01%
23
403
$338 ﹤0.01%
26
404
$327 ﹤0.01%
5
405
$326 ﹤0.01%
5
406
$304 ﹤0.01%
7
407
$264 ﹤0.01%
100
408
$228 ﹤0.01%
50
409
$226 ﹤0.01%
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$181 ﹤0.01%
2
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$171 ﹤0.01%
2
-8
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$165 ﹤0.01%
10
413
$163 ﹤0.01%
4
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10
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$126 ﹤0.01%
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+5
417
$115 ﹤0.01%
4
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$107 ﹤0.01%
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$90 ﹤0.01%
3
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$88 ﹤0.01%
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$81 ﹤0.01%
1
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$73 ﹤0.01%
3
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$44 ﹤0.01%
6
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-200
425
-4