WBC

West Branch Capital Portfolio holdings

AUM $381M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
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
126
$99.4K 0.04%
1,465
127
$97.8K 0.04%
140
128
$94.2K 0.04%
15,442
129
$93.9K 0.04%
179
-11
130
$93.4K 0.04%
239
+39
131
$92.5K 0.04%
382
132
$89.9K 0.04%
1,146
133
$89K 0.04%
484
134
$88.1K 0.04%
1,650
135
$87.2K 0.04%
1,300
136
$82.5K 0.03%
396
-51
137
$81.6K 0.03%
107
138
$77K 0.03%
+1,000
139
$76.8K 0.03%
2,768
-27
140
$75.9K 0.03%
323
+1
141
$75.7K 0.03%
1,081
-5
142
$73.8K 0.03%
360
143
$73.1K 0.03%
595
144
$68.8K 0.03%
335
-208
145
$68.7K 0.03%
425
146
$68.2K 0.03%
857
147
$67.1K 0.03%
153
-11
148
$63.5K 0.03%
242
149
$63K 0.03%
1,100
150
$61.5K 0.02%
1,013
-1,072
4 5
6
7 8