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
26
$2.34M 0.95%
8,316
+622
27
$2.13M 0.86%
4,224
+343
28
$1.84M 0.74%
9,564
-362
29
$1.82M 0.73%
36,479
+1,896
30
$1.8M 0.73%
15,819
+1,447
31
$1.74M 0.7%
28,383
+2,523
32
$1.46M 0.59%
38,453
+5,093
33
$1.45M 0.58%
2,489
+339
34
$1.43M 0.58%
1,957
+272
35
$1.42M 0.57%
391
-2
36
$1.09M 0.44%
1,313
-26
37
$1.09M 0.44%
4,439
-61
38
$1.08M 0.43%
7,071
+369
39
$1.06M 0.43%
6,742
+1,496
40
$955K 0.39%
7,893
+33
41
$933K 0.38%
3,737
-268
42
$909K 0.37%
20,975
-191
43
$894K 0.36%
1,965
-5
44
$792K 0.32%
10,808
+9,929
45
$687K 0.28%
7,305
-1,131
46
$676K 0.27%
1,608
+703
47
$658K 0.27%
2,104
-112
48
$606K 0.24%
6,000
-4,000
49
$602K 0.24%
4,139
50
$556K 0.22%
916
+436
1
2
3 4 5