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
276
$11K 0.01%
+1,750
277
$11K 0.01%
230
278
$11K 0.01%
175
279
$11K 0.01%
105
280
$11K 0.01%
230
281
$10K 0.01%
47
+3
282
$10K 0.01%
23
283
$10K 0.01%
70
+30
284
$10K 0.01%
75
285
$10K 0.01%
704
+15
286
$10K 0.01%
76
-76
287
$10K 0.01%
45
288
$10K 0.01%
30
289
$10K 0.01%
504
290
$9K 0.01%
503
291
$9K 0.01%
142
292
$9K 0.01%
500
293
$9K 0.01%
1,006
294
$9K 0.01%
501
295
$9K 0.01%
70
296
$9K 0.01%
150
297
$9K 0.01%
+264
298
$9K 0.01%
123
299
$8K 0.01%
+125
300
$8K 0.01%
229
10 11
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