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
301
$8K 0.01%
107
+1
302
$8K 0.01%
260
303
$8K 0.01%
34
304
$8K 0.01%
363
305
$8K 0.01%
86
306
$8K 0.01%
64
307
$8K 0.01%
+500
308
$7K ﹤0.01%
+125
309
$7K ﹤0.01%
170
310
$7K ﹤0.01%
100
311
$7K ﹤0.01%
168
312
$7K ﹤0.01%
700
313
$7K ﹤0.01%
115
314
$7K ﹤0.01%
35
315
$7K ﹤0.01%
142
316
$7K ﹤0.01%
30
317
$7K ﹤0.01%
92
318
$7K ﹤0.01%
140
319
$7K ﹤0.01%
117
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$7K ﹤0.01%
112
321
$7K ﹤0.01%
+50
322
$6K ﹤0.01%
130
323
$6K ﹤0.01%
+100
324
$6K ﹤0.01%
206
325
$6K ﹤0.01%
146