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
$235M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$434K
2
+$365K
3
+$302K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$270K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$252K

Top Sells

1
+$620K
2
+$354K
3
+$180K
4
VZ icon
Verizon
VZ
+$136K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$115K

Sector Composition

1 Technology 31.02%
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%
2,018
277
$17K 0.01%
255
278
$17K 0.01%
514
279
$17K 0.01%
+70
280
$16K 0.01%
864
281
$16K 0.01%
317
-58
282
$16K 0.01%
751
283
$16K 0.01%
75
284
$16K 0.01%
500
+37
285
$16K 0.01%
155
286
$15K 0.01%
180
287
$15K 0.01%
130
288
$15K 0.01%
70
289
$15K 0.01%
100
290
$15K 0.01%
396
291
$15K 0.01%
+39
292
$14K 0.01%
104
293
$14K 0.01%
+176
294
$14K 0.01%
77
295
$14K 0.01%
28
296
$14K 0.01%
34
297
$14K 0.01%
55
298
$13K 0.01%
170
299
$13K 0.01%
200
300
$13K 0.01%
656
+14
10 11
12
13 14