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
101
$137K 0.06%
2,720
+2
102
$136K 0.05%
525
+2
103
$135K 0.05%
909
-260
104
$129K 0.05%
840
-63
105
$127K 0.05%
450
106
$125K 0.05%
950
107
$125K 0.05%
807
108
$125K 0.05%
1,969
-123
109
$124K 0.05%
2,813
+2,647
110
$123K 0.05%
339
111
$122K 0.05%
2,250
-145
112
$119K 0.05%
267
113
$117K 0.05%
1,030
114
$116K 0.05%
896
+7
115
$113K 0.05%
1,579
116
$113K 0.05%
1,025
-332
117
$113K 0.05%
1,770
118
$109K 0.04%
2,141
+21
119
$109K 0.04%
570
-107
120
$109K 0.04%
5,700
121
$107K 0.04%
+5,911
122
$105K 0.04%
1,242
+1
123
$103K 0.04%
1,730
124
$102K 0.04%
248
-33
125
$101K 0.04%
2,341
3 4
5
6 7