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
251
$15K 0.01%
170
252
$15K 0.01%
332
253
$15K 0.01%
81
254
$15K 0.01%
267
255
$15K 0.01%
56
256
$14K 0.01%
320
257
$14K 0.01%
41
258
$14K 0.01%
150
259
$13K 0.01%
2,018
260
$13K 0.01%
155
261
$13K 0.01%
135
-134
262
$12K 0.01%
101
263
$12K 0.01%
55
264
$12K 0.01%
104
265
$12K 0.01%
60
266
$12K 0.01%
135
267
$12K 0.01%
864
268
$12K 0.01%
170
269
$11K 0.01%
77
270
$11K 0.01%
500
271
$11K 0.01%
396
272
$11K 0.01%
30
273
$11K 0.01%
289
274
$11K 0.01%
28
275
$11K 0.01%
39
9 10
11
12 13