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
326
$10K ﹤0.01%
+734
327
$10K ﹤0.01%
+175
328
$10K ﹤0.01%
+140
329
$10K ﹤0.01%
+150
330
$9K ﹤0.01%
+529
331
$9K ﹤0.01%
+28
332
$9K ﹤0.01%
+115
333
$9K ﹤0.01%
+101
334
$8K ﹤0.01%
+50
335
$8K ﹤0.01%
+357
336
$8K ﹤0.01%
+221
337
$8K ﹤0.01%
+110
338
$8K ﹤0.01%
+30
339
$8K ﹤0.01%
+92
340
$8K ﹤0.01%
+206
341
$8K ﹤0.01%
+50
342
$8K ﹤0.01%
+100
343
$8K ﹤0.01%
+35
344
$8K ﹤0.01%
+40
345
$7K ﹤0.01%
+35
346
$7K ﹤0.01%
+103
347
$7K ﹤0.01%
+62
348
$7K ﹤0.01%
+253
349
$7K ﹤0.01%
+200
350
$7K ﹤0.01%
+24
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