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
176
$40K 0.02%
94
-9
177
$39.5K 0.02%
440
178
$39.3K 0.02%
458
-34
179
$39K 0.02%
366
180
$38.6K 0.02%
2,001
181
$38.3K 0.02%
313
182
$37.9K 0.02%
600
183
$35.9K 0.01%
1,500
184
$35.4K 0.01%
1,632
185
$35.2K 0.01%
702
186
$34.3K 0.01%
590
187
$34K 0.01%
901
+750
188
$32.3K 0.01%
230
189
$32K 0.01%
335
190
$31.9K 0.01%
500
191
$30.6K 0.01%
120
-23
192
$30.5K 0.01%
64
193
$30.2K 0.01%
+194
194
$30.1K 0.01%
152
-34
195
$29.9K 0.01%
318
196
$29.8K 0.01%
567
-167
197
$29.6K 0.01%
259
198
$29.1K 0.01%
164
-65
199
$28.8K 0.01%
125
200
$28.6K 0.01%
478
-1,269
6 7
8
9 10