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
76
$236K 0.1%
927
+2
77
$236K 0.1%
2,418
-205
78
$233K 0.09%
1,291
+1,024
79
$216K 0.09%
1,186
80
$210K 0.08%
5,000
-285
81
$209K 0.08%
1,888
+7
82
$208K 0.08%
520
-11
83
$201K 0.08%
884
-50
84
$200K 0.08%
952
+1
85
$196K 0.08%
2,031
-694
86
$194K 0.08%
2,522
+4
87
$188K 0.08%
557
-74
88
$188K 0.08%
10,665
-4,788
89
$171K 0.07%
956
-1
90
$166K 0.07%
3,953
+600
91
$166K 0.07%
345
+67
92
$165K 0.07%
450
-42
93
$161K 0.07%
1,238
94
$157K 0.06%
5,191
95
$155K 0.06%
1,700
+2
96
$153K 0.06%
2,632
-67
97
$150K 0.06%
607
-57
98
$147K 0.06%
1,204
+1,001
99
$145K 0.06%
2,709
100
$145K 0.06%
1,600
2 3
4
5 6