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
51
$497K 0.2%
6,120
+22
52
$495K 0.2%
1,428
+528
53
$493K 0.2%
+21,272
54
$479K 0.19%
1,032
+454
55
$477K 0.19%
8,238
+656
56
$473K 0.19%
14,362
-296
57
$424K 0.17%
4,731
-481
58
$424K 0.17%
1,490
-205
59
$417K 0.17%
1,384
+671
60
$402K 0.16%
8,854
+7,714
61
$398K 0.16%
3,452
+403
62
$387K 0.16%
4,978
+795
63
$379K 0.15%
2,156
+1,412
64
$368K 0.15%
9,918
+28
65
$357K 0.14%
2,188
+1,446
66
$323K 0.13%
3,293
+295
67
$304K 0.12%
3,188
68
$302K 0.12%
2,834
-41
69
$300K 0.12%
2,562
-115
70
$283K 0.11%
1,087
-105
71
$257K 0.1%
1,027
-553
72
$253K 0.1%
1,355
73
$250K 0.1%
+2,000
74
$239K 0.1%
1,413
-56
75
$239K 0.1%
11,253
1 2
3
4 5