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
326
$6K ﹤0.01%
150
327
$6K ﹤0.01%
75
328
$6K ﹤0.01%
75
-200
329
$6K ﹤0.01%
141
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$6K ﹤0.01%
62
331
$6K ﹤0.01%
40
332
$6K ﹤0.01%
150
333
$6K ﹤0.01%
44
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$6K ﹤0.01%
469
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$6K ﹤0.01%
49
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$6K ﹤0.01%
100
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$6K ﹤0.01%
+175
338
$5K ﹤0.01%
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$5K ﹤0.01%
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340
$5K ﹤0.01%
529
341
$5K ﹤0.01%
+75
342
$5K ﹤0.01%
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$5K ﹤0.01%
607
-15
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$5K ﹤0.01%
35
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$5K ﹤0.01%
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$5K ﹤0.01%
104
349
$5K ﹤0.01%
245
+59
350
$5K ﹤0.01%
111
12 13
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