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
201
$28.5K 0.01%
330
202
$28.5K 0.01%
216
203
$28K 0.01%
43
+19
204
$27.8K 0.01%
50
205
$27.5K 0.01%
216
-15
206
$27.4K 0.01%
2,725
207
$27.2K 0.01%
63
208
$27.2K 0.01%
292
209
$26.7K 0.01%
180
210
$26.7K 0.01%
372
-412
211
$25.9K 0.01%
1,447
212
$25.5K 0.01%
312
+2
213
$25.2K 0.01%
524
+3
214
$24.1K 0.01%
176
-80
215
$23K 0.01%
232
216
$22.9K 0.01%
396
217
$22.8K 0.01%
107
218
$22.7K 0.01%
136
219
$21.9K 0.01%
75
-146
220
$21.7K 0.01%
81
221
$21.2K 0.01%
1,057
+7
222
$21.2K 0.01%
715
223
$21K 0.01%
108
-3
224
$20.9K 0.01%
775
+12
225
$20.5K 0.01%
238
7 8
9
10 11