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
$203M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$200K
3
+$197K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$196K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$193K

Top Sells

1
+$173K
2
+$131K
3
+$122K
4
COST icon
Costco
COST
+$106K
5
VZ icon
Verizon
VZ
+$70.8K

Sector Composition

1 Technology 28.34%
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
351
$7K ﹤0.01%
+24
352
$7K ﹤0.01%
+156
353
$6K ﹤0.01%
+174
354
$6K ﹤0.01%
+212
355
$6K ﹤0.01%
+40
356
$6K ﹤0.01%
+49
357
$6K ﹤0.01%
+5
358
$6K ﹤0.01%
+16
359
$6K ﹤0.01%
+41
360
$6K ﹤0.01%
+100
361
$6K ﹤0.01%
+1,302
362
$6K ﹤0.01%
+306
363
$6K ﹤0.01%
+169
364
$6K ﹤0.01%
+190
365
$6K ﹤0.01%
+170
366
$6K ﹤0.01%
+51
367
$5K ﹤0.01%
+31
368
$5K ﹤0.01%
+300
369
$5K ﹤0.01%
+14
370
$5K ﹤0.01%
+274
371
$5K ﹤0.01%
+25
372
$5K ﹤0.01%
+42
373
$5K ﹤0.01%
+36
374
$5K ﹤0.01%
+600
375
$5K ﹤0.01%
+423
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