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
276
$17K 0.01%
30
277
$17K 0.01%
2,018
278
$17K 0.01%
+70
279
$17K 0.01%
255
280
$16K 0.01%
317
-58
281
$16K 0.01%
751
282
$16K 0.01%
75
283
$16K 0.01%
500
+37
284
$16K 0.01%
155
285
$16K 0.01%
864
286
$15K 0.01%
180
287
$15K 0.01%
396
288
$15K 0.01%
+39
289
$15K 0.01%
130
290
$15K 0.01%
70
291
$15K 0.01%
100
292
$14K 0.01%
77
293
$14K 0.01%
28
294
$14K 0.01%
34
295
$14K 0.01%
55
296
$14K 0.01%
104
297
$14K 0.01%
+176
298
$13K 0.01%
170
299
$13K 0.01%
200
300
$13K 0.01%
656
+14
10 11
12
13 14