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
$161M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$113K
2
+$97K
3
+$90.4K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$71.7K
5
QLD icon
ProShares Ultra QQQ
QLD
+$59K

Top Sells

1
+$623K
2
+$113K
3
+$110K
4
VZ icon
Verizon
VZ
+$84.8K
5
INTC icon
Intel
INTC
+$73.4K

Sector Composition

1 Technology 27.35%
2 Healthcare 12.75%
3 Consumer Discretionary 11.05%
4 Communication Services 10.07%
5 Consumer Staples 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
335
227
$19K 0.01%
230
228
$19K 0.01%
+496
229
$19K 0.01%
294
230
$19K 0.01%
125
231
$19K 0.01%
1,447
232
$19K 0.01%
255
233
$18K 0.01%
127
234
$18K 0.01%
122
235
$18K 0.01%
64
236
$18K 0.01%
239
237
$18K 0.01%
106
238
$17K 0.01%
180
239
$17K 0.01%
136
+100
240
$17K 0.01%
134
241
$17K 0.01%
+1,200
242
$16K 0.01%
+400
243
$16K 0.01%
+1,003
244
$16K 0.01%
258
-258
245
$16K 0.01%
864
246
$16K 0.01%
50
247
$16K 0.01%
63
248
$15K 0.01%
200
249
$15K 0.01%
751
250
$15K 0.01%
+300
8 9
10
11 12