WBC

West Branch Capital Portfolio holdings

AUM $388M
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.31%
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
+$217K
2
+$203K
3
+$200K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$194K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$193K

Top Sells

1
+$185K
2
+$132K
3
+$119K
4
COST icon
Costco
COST
+$101K
5
VZ icon
Verizon
VZ
+$72.5K

Sector Composition

1 Technology 28.33%
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
276
$16K 0.01%
+134
277
$15K 0.01%
+180
278
$15K 0.01%
+64
279
$15K 0.01%
+135
280
$15K 0.01%
+100
281
$15K 0.01%
+23
282
$15K 0.01%
+30
283
$15K 0.01%
+170
284
$15K 0.01%
+45
285
$14K 0.01%
+30
286
$14K 0.01%
+155
287
$14K 0.01%
+70
288
$14K 0.01%
+300
289
$14K 0.01%
+75
290
$14K 0.01%
+49
291
$14K 0.01%
+200
292
$14K 0.01%
+405
293
$14K 0.01%
+104
294
$14K 0.01%
+147
295
$14K 0.01%
+58
296
$14K 0.01%
+170
297
$13K 0.01%
+39
298
$13K 0.01%
+396
299
$13K 0.01%
+405
300
$13K 0.01%
+630
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