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
251
$24K 0.01%
+254
252
$23K 0.01%
165
253
$23K 0.01%
107
+50
254
$23K 0.01%
582
-472
255
$22K 0.01%
127
256
$22K 0.01%
+171
257
$22K 0.01%
400
258
$22K 0.01%
41
259
$22K 0.01%
170
260
$21K 0.01%
108
261
$21K 0.01%
64
262
$20K 0.01%
600
263
$20K 0.01%
30
264
$20K 0.01%
170
265
$20K 0.01%
81
266
$20K 0.01%
63
267
$19K 0.01%
85
+75
268
$19K 0.01%
+63
269
$18K 0.01%
50
-32
270
$18K 0.01%
321
+40
271
$18K 0.01%
134
272
$18K 0.01%
239
273
$17K 0.01%
514
274
$17K 0.01%
23
275
$17K 0.01%
405
9 10
11
12 13