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
$203M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$200K
3
+$197K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$196K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$193K

Top Sells

1
+$173K
2
+$131K
3
+$122K
4
COST icon
Costco
COST
+$106K
5
VZ icon
Verizon
VZ
+$70.8K

Sector Composition

1 Technology 28.34%
2 Communication Services 13.58%
3 Consumer Discretionary 12.14%
4 Financials 9.62%
5 Healthcare 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33K 0.02%
+496
227
$33K 0.02%
+80
228
$32K 0.02%
+125
229
$31K 0.02%
+592
230
$31K 0.02%
+300
231
$30K 0.01%
+56
232
$29K 0.01%
+550
233
$29K 0.01%
+255
234
$28K 0.01%
+230
235
$28K 0.01%
+267
236
$28K 0.01%
+499
237
$28K 0.01%
+150
238
$27K 0.01%
+864
239
$25K 0.01%
+300
240
$24K 0.01%
+304
241
$24K 0.01%
+255
242
$23K 0.01%
+120
243
$23K 0.01%
+1,017
244
$22K 0.01%
+127
245
$22K 0.01%
+600
246
$21K 0.01%
+332
247
$21K 0.01%
+239
248
$20K 0.01%
+400
249
$20K 0.01%
+165
250
$20K 0.01%
+87
8 9
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