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
326
$10K ﹤0.01%
44
327
$10K ﹤0.01%
600
328
$10K ﹤0.01%
206
329
$10K ﹤0.01%
+123
330
$10K ﹤0.01%
734
331
$10K ﹤0.01%
+150
332
$10K ﹤0.01%
230
333
$9K ﹤0.01%
64
334
$9K ﹤0.01%
529
335
$9K ﹤0.01%
357
336
$9K ﹤0.01%
591
337
$9K ﹤0.01%
115
338
$9K ﹤0.01%
+13
339
$9K ﹤0.01%
+49
340
$9K ﹤0.01%
142
341
$9K ﹤0.01%
40
342
$8K ﹤0.01%
148
-38
343
$8K ﹤0.01%
100
344
$8K ﹤0.01%
62
345
$8K ﹤0.01%
35
346
$8K ﹤0.01%
103
+2
347
$8K ﹤0.01%
30
348
$8K ﹤0.01%
+50
349
$8K ﹤0.01%
+112
350
$7K ﹤0.01%
50
+25
12 13
14
15 16