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
151
$59.9K 0.02%
346
152
$58.3K 0.02%
295
-26
153
$57.4K 0.02%
300
154
$56.1K 0.02%
893
155
$56K 0.02%
224
+214
156
$55K 0.02%
600
157
$54.9K 0.02%
392
158
$53K 0.02%
1,215
159
$52.4K 0.02%
301
-17
160
$50.3K 0.02%
650
161
$49.5K 0.02%
550
-132
162
$48.7K 0.02%
610
-400
163
$45.6K 0.02%
1,021
164
$45K 0.02%
150
165
$44.9K 0.02%
275
166
$43.9K 0.02%
405
167
$43.1K 0.02%
261
168
$42.7K 0.02%
179
169
$41.7K 0.02%
300
170
$41.5K 0.02%
105
171
$41.4K 0.02%
1,715
-1,151
172
$41.1K 0.02%
200
173
$40.9K 0.02%
210
-209
174
$40.7K 0.02%
499
175
$40.2K 0.02%
148
-77
5 6
7
8 9