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
$235M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$384K
3
+$304K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$280K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$271K

Top Sells

1
+$648K
2
+$379K
3
+$180K
4
VZ icon
Verizon
VZ
+$135K
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$115K

Sector Composition

1 Technology 31.03%
2 Communication Services 12.35%
3 Consumer Discretionary 11.84%
4 Healthcare 9.45%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K 0.01%
396
-50
227
$33K 0.01%
2,300
228
$33K 0.01%
125
229
$33K 0.01%
1,447
230
$33K 0.01%
56
231
$32K 0.01%
230
232
$31K 0.01%
120
233
$30K 0.01%
150
234
$29K 0.01%
496
235
$29K 0.01%
556
+3
236
$29K 0.01%
255
237
$29K 0.01%
453
238
$29K 0.01%
+1,000
239
$27K 0.01%
304
240
$27K 0.01%
1,000
241
$27K 0.01%
+78
242
$26K 0.01%
332
243
$26K 0.01%
101
244
$25K 0.01%
12
245
$25K 0.01%
300
246
$25K 0.01%
+100
247
$25K 0.01%
864
248
$25K 0.01%
50
249
$25K 0.01%
408
-592
250
$24K 0.01%
205
8 9
10
11 12