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
251
$19K 0.01%
+108
252
$19K 0.01%
+41
253
$18K 0.01%
+12
254
$18K 0.01%
+375
255
$18K 0.01%
+81
256
$18K 0.01%
+237
257
$18K 0.01%
+233
258
$18K 0.01%
+63
259
$18K 0.01%
+170
260
$17K 0.01%
+326
261
$17K 0.01%
+341
262
$17K 0.01%
+186
263
$17K 0.01%
+751
264
$17K 0.01%
+50
265
$17K 0.01%
+295
266
$17K 0.01%
+270
267
$17K 0.01%
+2,018
268
$17K 0.01%
+142
269
$17K 0.01%
+864
270
$16K 0.01%
+514
271
$16K 0.01%
+154
272
$16K 0.01%
+246
273
$16K 0.01%
+64
274
$16K 0.01%
+34
275
$16K 0.01%
+463
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